No. 652. February 17, 2023

ebroker: Replacement of existing policies

ebroker, it allows you make replacements of existing policies in your database.

To carry out this process, access the module Policies and search the replacement policy to be kept IN FORCE. Next, go to the option Low and click on redo replace.

In the window that appears, find the policy to be replaced in the field Replaces and specifies the Reason for withdrawal of said policy.

 You just have to go to ...

 Main > Policies > Cancellations > Redo replacement

 

 

 

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