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.
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.
ebroker allows you to deactivate the assignment of commissions to commercial entities in a receipt. By confirming the deactivation, the commercial plan of the receipt is modified, eliminating the assigned commission.
ebroker allows you to transfer the commission table from one commercial entity to other commercial entities en bloc. First, you must select the originating entity, then we mark the chosen options: Copy commissions, Copy HSP Copy replacement commissions Finally, we choose the destination entities to which we want to transfer the commission table and select "Copy ".
ebroker allows you to compensate, automatically, the commissions receded in previous settlements for returned receipts; To do this, you must select the option "Automatic compensation" in settlements to commercial entities. Remember that this option is also available in mass sales.
ebroker allows you to distribute with commercial entities a percentage of the additional commissions of the brokerage; In the entity's commission table, you have the "Additional" section in which you can assign the percentage to be distributed during the first three years and during the rest of the life of the policy.