ebroker, allows you to manage the means of collection, the managing user, the bank or the branches of competence of a candidate. For this, the following fields have been added to the Candidates module: Collection, Managing user, Banks, Branches of competence.
ebroker, has a section that contains the models of the different contractual documents that will be used in the system for legal formalization with clients or commercial entities. In addition to the predefined ones, you can register other models, for this, you have the option "New" that enables the edition of the form in which you must supply the identifying data of the new model and then edit and make the template Corresponding word.
ebroker allows you to create a task so that, when a policy cancellation occurs by order of the insurer, the designated user or users contact the client to offer advice, stating the reasons for the cancellation and, where appropriate, guiding you to contract another policy.
ebroker, allows you to track daily receipts from brokerage management returned for non-payment in bank remittance. You can automate the control by creating an alarm that sends, daily, an email to the corresponding user with the list of receipts returned due to non-payment. To do this, when configuring the template model, you must mark the option "Grouped" and then select, in the search catalog of the receipt module, the fields of the table that should appear in the mail. The result is an email, addressed to the designated user, which informs them daily of the brokerage management receipts returned by bank remittance.
ebroker, allows you to send emails with data tables grouped in the body of the message. In this way, you can generate notifications and alarms to send emails that include lists of records, for example, an email with pending receipts at a certain date or with new production policies for a certain period. To do this, when configuring the template model, you must check the "Grouped" option and then select the fields from the table that should appear in the email. The result is an email, with a table included in it, containing the information from the notification or alarm logs.
ebroker, allows you to automate the monitoring of new production by sending an internal communication, in the form of email, to the broker's users, with a list of the new production policies corresponding to the period you determine. To do this, you can create an alarm in the policy module, establishing the communication medium type email and associating the corresponding template. In this case, we will send a communication, every Friday, with a list of the policies registered in your ebroker during the last week. For this purpose, you must use the following data filters within the search catalog: Registration date = @ H7D @: @ TODAY @ Cancellation date = NULL