747. Scheduled Communications (Alarms) and Generated Communications (Notifications) – Attach PDF
ebroker allows you to add the PDF of the receipt as an attached document in automated receipt emails.
746. Scheduled Communications (Alarms) and Generated Communications (Notifications) – Sending grouped emails to clients
ebroker allows you to send a single email to a client with all the policies, receipts or claims that meet the specified conditions.
739. Scheduled and Generated Communications – Notify: Business Item, Business Item + Specific, and Specific
ebroker allows you to choose which email address for each of your clients you want to send alarms and notifications to.
726. Scheduled communications (Alarms) – Loss control by review date
ebroker allows you to automate the monitoring of claims reviews by sending internal communications. To do this, in Interactions > Scheduled Communications (Alarms), you can create an alarm on the claims module that generates an email or task days before the review date of each claim.
718. Tasks – F. Ult. Update and Number of Updates
ebroker allows you to keep track of the number of times an alarm has generated a task notification without duplicating them.
717. Scheduled Communications (Alarms) – Task Module
ebroker allows you to create alarms on the Tasks module.
