clients files

662. Operations with policies – Cancel client without policies in force when canceling policy

ebroker, allows you to automate the cancellation of clients when SIAPOL cancels the only policy they have in force. This configuration is done at the company level in Control Panel > Operations with policies > Parameters. In the Parameterization of companies window you will find the option Cancel customer without policies in force when canceling policies. By checking this box, a drop-down will be enabled to choose the reason for cancellation that ebroker will indicate when canceling the client. After saving this configuration, each time you receive the cancellation of the only policy in force that a client has, this client will be automatically canceled with the previously indicated reason for cancellation.

Rebecca Fernandez2023-05-08T09:11:38+02:005 May 2023|Tags: customers, setting, policies, SIAPOL|

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648. Assignment of manager user in bulk

ebroker, allows you to assign a manager user to clients in a massive way. You can find this functionality in Administration > Bulk processes. Access the Manager User Assignment option in the Clients section. In the magnifying glass of the Manager user field, select the user that you want to assign to customers in bulk and, in the Filter option that appears on the back right of the module, search for customers to whom the indicated manager user will be assigned . When you have the user manager selected and the client list prepared, click on Process (the green check button) to carry out the process.

Rebecca Fernandez2023-01-20T14:30:40+01:0020 January 2023|Tags: customers, Massive processes, Users|

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642. External insurance expiration notice

ebroker allows you to monitor the external insurance maturities of your candidates and/or clients on a daily basis by sending an internal communication in the form of an email. This monitoring is done by creating an alarm in the Interactions module. The means of communication must be email and ordinary priority. Select the corresponding template and set it to repeat daily. In the Notify section, choose the Configured option, after which you can specify the email account you want to receive the notifications, and you can even copy more accounts. In the Module section, select Candidates, or Clients, depending on the type of client you want to follow up on. To keep track of both, it would be necessary to create two alarms. In the search catalog, you must use the following filter: Expiration. (in the Profile tab): @DD60D@, that is, Within 60 Days. The number of days can be whatever you want.

Rebecca Fernandez2022-11-25T14:23:39+01:00November 25, 2022|Tags: Alarms, Candidates, customers, Interactions|

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592-Birthday card.

ebroker allows you to send, in an automated way, a congratulatory communication to the client for his birthday. To do this, you must use the following data filters within the search catalog: Date of birth = @ MDM @ (That the date of birth has the same day and month as today without taking into account the year) Date of withdrawal = NULL (In this way we ensure that the client is not unsubscribed)

Agustin Carballo2021-09-24T15:53:41+02:00September 24, 2021|Tags: customers|

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581 Process automation. RGPD documentation signature request.

ebroker, allows you to create an alarm in the client module to automate the sending of an email, with the content of a template defined by you, to all clients who, after the number of days you establish, have not signed the documentation of the RGPG. In this case, we will establish communication to clients who do not have the GDPR documentation signed 15 days after being registered. To do this, you must use the following data filters within the search catalog. Date of registration = @ H15D @ (The date of registration was 15 days ago) Date of withdrawal = null (In this way we ensure that it is not registered) Expressed consent RGPD = No

Agustin Carballo2021-06-25T13:41:24+02:0011 June, 2021|Tags: customers|

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549 RGPD. Authorization and consent

ebroker allows you, from the "Management" section of the Clients module, to access the functionalities related to the authorization and consent processes for data processing. The module allows you to manage the language of the consent model, the origin of the data, the consent model associated with the client and the consented purposes.

Agustin Carballo2020-12-11T12:58:11+01:00October 9, 2020|Tags: customers, GDPR|

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