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.
ebroker allows you to activate a notification of pending tasks. By marking the notice check, the system will notify you through a pop-up window with your unaccepted tasks. As soon as the task is accepted, the pop-up window will no longer appear.
ebroker allows you to directly access the companies' website, for this, you must previously configure the address and the website keys in the Company module.
ebroker allows you to set priorities when creating an incident. You just have to go to "New Incident" and select the priority in the drop-down menu (Urgent, High, Medium or Low).
ebroker allows you to collect Extorno type receipts. When we select the button Ext. Premiums, in the Management tab of the receipt module, the status of the receipt changes from Pending to Receivable payable.
ebroker allows you to choose the field to perform customer searches. You can parameterize choosing between the options Code, Name or NIF.