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.