Since February 29, 2008, every Friday, we are excited to help our community of insurance brokers and their entire staff through the “Did you know…” newsletter.
From the User Service Area, this newsletter is prepared and sent to all ebroker users, which aims to help brokerages better understand the outstanding functionalities for greater use of ebroker and thus achieve more efficiency in their work. from day to day.
The “Did you know…” newsletter is an informative, single-thematic document on a weekly basis that the entire user community receives via email.
If you still do not receive it, send an email to support@ebroker.es indicating the name of your brokerage and the email address to which you want it to arrive.
709. Reminder DEC 2023
Remember that the deadline for filing the DEC is April 30, 2024, and at ebroker you have the necessary tools to make the electronic filing. In Company data > Accounting books-records > Official documentation models, you have different functions and tools that will assist you during the generation of the file.
708. Commission tables – 4th and 5th years
ebroker allows you to indicate the commission for the 4th and 5th year in the commission table of your commercial entities and specific products.
707. Advisory services
ebroker allows you to record the charges for the advisory services carried out for your clients, independent of the receipts from the insurers.
706. Receipts – Special liquidable (Liq. Esp.) and Settlement block (Bloq. Liq.)
ebroker allows you to settle receipts exceptionally, or block them so that they are not included in settlements.
705.DEC. 2023
The DEC 2023 must be submitted before April 30, 2024. The application to submit the DEC is now available on the DGSFP website. At ebroker you have the necessary tools to carry out the telematic presentation of the brokerage's statistical-accounting information.
