541 Attach document by email.

ebroker allows you to attach a document to an email from the "Attach by email" option from the general or contextual menu. By selecting the "Attach email" option, the email module opens with a new email in which the document is attached for delivery. e allows you to attach a document to an email from the "Attach by email" option from the general or contextual menu. By selecting the "Attach email" option, the email module opens with a new email in which the document is attached for delivery. 

2020-09-21T12:52:44+02:007 August 2020|Tags: , , |

532 Deadline for submission of DEC. 2019

The General Directorate of Insurance and Pension Funds informs that, taking into account the days elapsed between the declaration of the alarm state and the date of resumption of the calculation of the deadlines, the deadline for the presentation of the annual statistical-accounting documentation ends on July 20, 2020. In ebroker, you have the official documentation models.

2020-09-21T18:44:32+02:005 June, 2020|Tags: |

529 Portfolio Control

ebroker software for insurance brokers allows you, from the Portfolio Control module, to obtain three types of analysis according to the type of view: Forecast: It shows us what is the portfolio forecast for the analyzed time interval of one or more companies. Reception: It shows us the receipts of our portfolio that the company has not sent us or we do not know their status. Policies without Receipt: This view performs a search for those policies that, not being an application or being canceled, some of their receipts are not registered.

2020-09-21T19:21:47+02:0015 May 2020|Tags: , , |
Go to top