542 Driving license management.
ebroker allows you to manage the client's driving licenses. The type of card, the date and country of issue, the number of remaining points and whether the card has been withdrawn or not are recorded.
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.
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.
531 Policies - Replacement Control
ebroker allows you to check the policies that are in force and whose risk coincides with another policy without the corresponding replacement having been made. There is the possibility of filtering by date period and branches.
530 Liquidable to Companies
ebroker allows you to obtain a detail, at the Company level and mediation codes, of those receipts that are in a “Charged” status and that are capable of being settled by the Company.
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.
