ebroker allows you, from the "Management" section of the Clients module, to access the functionalities related to the authorization and consent processes for data processing. The module allows you to manage the language of the consent model, the origin of the data, the consent model associated with the client and the consented purposes.
ebroker allows you to predetermine, from the list of addresses you have registered, the one where the candidate or client wants to receive the correspondence.
ebroker allows you to register other addresses of the Candidate or Client (in addition to the one registered as address). The options menu allows you to create new records and modify or delete existing ones.
The Management Control module allows us to view the clients that are registered in the system without any policy in force and without having a cancellation date assigned.
ebroker allows you to add a pop-up message from the policy or client modules. If you do it from the Clients module, the message will be displayed when you also access their policies, receipts or claims.
ebroker allows you to search for clients by number of policies and their status. If we are interested in finding, for example, clients with a single policy in force, we will select "In force" and "Same as 1" in the respective selectors.