610-Notice of cancellation of policy
ebroker, allows you to automate the communication to the client of the cancellation of a policy. A daily task is created to send customers, through the means of their preference, the cancellation notice.
590-Request Tracking
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
545 Other correspondence addresses
ebroker allows you to predetermine, from the list of addresses you have registered, the one where the candidate or client wants to receive the correspondence.
544 Other addresses of the Candidate / Client.
ebroker allows you to register other addresses of the Candidate or Client (in addition to the one registered as address). The options menu allows you to create new records and modify or delete existing ones.
543 Control of business opportunities.
ebroker allows you to control the management of all Business Opportunities by forecast date. The text is presented in different colors that help us to identify the status of each Opportunity.
484 Projects Home, option Temporary / Vacation Rental.
Now, in your home projects, when the housing occupation regime is "Rent", you have the option "Temporary / Holiday".
