ebroker, allows you to move your employees from one branch and/or department to another. Just go to Company data > Organization > Structure. Locate and select the employee you want to move from the branch/department and click on the Move to... option, a window will open where you can indicate the Branch and Department to which they will be transferred. After that, click OK to complete the process.
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 include the policyholder as Owner and Regular Driver in the policy. You can also add other types from among those presented in the drop-down.
ebroker allows you to cancel a client's account.
ebroker allows you to control the clients you have without any policy. You can filter by branch, get the list in pdf. or csv. and cancel them, if applicable, by double clicking on the selected customer.
ebroker allows you to hide the contract models that you do not use in the Clients and Commercial entities modules. Simply select the model that we want to hide and from the Modify tab, we mark the Hidden check and click OK.
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