ebroker, allows you to generate a task to control pending requests. The task is assigned to one or more specific users of the brokerage and the number of days from which the alarm is activated is established. In this case, we will create a task to control pending requests that are 15 days old. Title: Follow-up requests. Description: Generation of tasks to users corresponding to 15 days with requests that are still pending. Scope: Policies. Data filter: Request = Yes, Registration date = @ H15D @ (The registration date was 15 days ago), F. Cancellation = null (In this way we ensure that canceled policies do not intervene. Type of task: Internal. Type = Task Priority: Ordinary Associated template: Template of a task assigned to a specific user and Warning = Yes. Frequency: Daily Recipient: the user who created the template and the recipient users indicated therein
ebroker allows you to create a task so that, when a policy cancellation occurs by order of the insurer, the designated user or users contact the client to offer advice, stating the reasons for the cancellation and, where appropriate, guiding you to contract another policy.
ebroker, allows you to track daily receipts from brokerage management returned for non-payment in bank remittance. You can automate the control by creating an alarm that sends, daily, an email to the corresponding user with the list of receipts returned due to non-payment. To do this, when configuring the template model, you must mark the option "Grouped" and then select, in the search catalog of the receipt module, the fields of the table that should appear in the mail. The result is an email, addressed to the designated user, which informs them daily of the brokerage management receipts returned by bank remittance.
ebroker, allows you to send emails with data tables grouped in the body of the message. In this way, you can generate notifications and alarms to send emails that include lists of records, for example, an email with pending receipts at a certain date or with new production policies for a certain period. To do this, when configuring the template model, you must check the "Grouped" option and then select the fields from the table that should appear in the email. The result is an email, with a table included in it, containing the information from the notification or alarm logs.
ebroker, allows you to automate the monitoring of new production by sending an internal communication, in the form of email, to the broker's users, with a list of the new production policies corresponding to the period you determine. To do this, you can create an alarm in the policy module, establishing the communication medium type email and associating the corresponding template. In this case, we will send a communication, every Friday, with a list of the policies registered in your ebroker during the last week. For this purpose, you must use the following data filters within the search catalog: Registration date = @ H7D @: @ TODAY @ Cancellation date = NULL
ebroker, allows you to send, in an automated way, a communication to the client to inform them of the next payment of their direct debit. To do this, you can create an alarm in the receipt module establishing the means of communication and its advance with respect to the validity of the receipt. In this case, we will send the notice to clients through the means of their preference and with a notice of 5 days before the effective date. For this purpose, you must use the following data filters within the search catalog: Receipt status = PENDING Average collection = BANK Validity = @ DD5D @