ebroker allows you to add a pop-up message from the policy or client modules. If you do it from the Clients module, the message will be displayed when you also access their policies, receipts or claims.
ebroker allows you to search for clients by number of policies and their status. If we are interested in finding, for example, clients with a single policy in force, we will select "In force" and "Same as 1" in the respective selectors.
ebroker allows you to indicate if the policy belongs to a fleet of cars, a group or another type of group
ebroker allows you to customize the header and footer, the purposes and sections of the GDPR Consent Model.
ebroker allows you to obtain information on the variations of premiums (List) and commissions [List (variation of commissions)], in the transactions of receipts issued through SIAREC or EIAC Movements.
ebroker allows you to synchronize Company data (Company Name and CIF) by entering the DGS registration number. We can consult the registry by accessing the "National Insurance Guide" (Tools> Control Panel> Control Panel> Directories> National Insurance Guide).