ebroker, allows you to configure the system with the necessary measures to guarantee an adequate level of security in the authentication process (Access) of the different users. In addition to setting the number of attempts allowed, the number of minutes that the user would be blocked, and the number of days to expire, you can increase the strength of the password by setting the following requirements:
allows you to create a specific customer account, for a user of the system. In the users settings, you can generate a list of competing customers for a specific user. The clients assigned from that list will be the only ones that that user will be able to view and with whom that user will be able to work. Add customers: allows adding customers from the system to the list Remove customers: removes the marked customers from the list View customers: displays the marked customers
ebroker allows you the possibility of generating and applying a commission table to calculate the commission assigned in the event that the policy is a replacement. Selecting "Replacement Commissions" opens a table in which you can assign the percentage of commission transferred for the 1st, 2nd, 3rd and Rest years.
We remind you that next week the deadline for submitting the Statistical-Accounting Documentation (DEC) 2020 is over, specifically on Friday, April 30. In ebroker you have the necessary tools to carry out the telematic presentation of the statistical - accounting information of the brokerage. To do this, you must generate the file from the button "Generation of the File for Telematic Presentation". Once generated, you must select it within the history, it would be the one that appears as "annual-2020.xml" and then you download it from the button: "Download file", saving it on your computer so that later, you can import it into the application of the DGSFP. Remember that, in addition, once the file is generated, from "Model Printing Interface" you can print it in pdf.
ebroker allows you the massive cancellation of policies; you can filter the search by: Policy code Policy number Issue date Client Company Policy. Once the selection of policies to be canceled has been made, you must run the process and indicate the date and reason for cancellation.
The DEC 2020 must be presented before April 30, 2021. In ebroker you have the necessary tools to carry out the telematic presentation of the statistical - accounting information of the brokerage. To do this, you must generate the file from the "Generation of the File for Telematic Presentation" button. Once generated, you must select it within the history, it would be the one that appears as "annual-2020.xml" and then you download it from the button: "Download file", saving it on your computer so that later, you can import it into the application of the DGSFP.
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