No. 566 February 19, 2021

ebroker: Blocking the registration of policies for shared clients.

ebroker, allows you to block the registration of a new policy for a client that is shared by more than one entity or branch. Depending on the ownership of the client by a commercial entity or a branch, if another entity or another branch tries to register a new policy, the process is blocked to obtain authorization from the management center. When a policy is to be registered in the system, a blocking message is displayed indicating the circumstance.

 You just have to go to ... 

Control panel> General options> Parameters> Policies

 

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