ebroker allows you to enter in the system the date on which the cancellation of a policy will be effective, in this way, we have on the one hand the cancellation date, which is the date on which the risk coverage is canceled and, on the other , the date of operation, which is when it is reported. The policy remains in effect until the Cancellation Date is reached.
ebroker allows you to search the SEPA mandates registered in the system, print them and capture them once they are signed.
ebroker allows you to quickly search for supplements registered in the system by: Policy values Supplement values.
ebroker has put into production a new connectivity functionality called "Portfolio Defense" that allows user brokers to be more efficient in the face of portfolio renewals and decrease business turnover.
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 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.