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 informs you, within the basic processes section of the receipt module, of the date on which the refund becomes effective. Now, when a receipt has been returned in the Company's collection management, in addition to the collection return date (F. Dev en Cía), you have the "Operation date" field, which is the date on which it is executed that action.
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.
ebroker allows you to access the data corresponding to the comparison of the total premium of the current receipt with that of the previous receipt in the ordinary chain (if a receipt is split, it is compared with the one corresponding to the same order, for example, if we have the receipt 3 of the 4th year, we compare it with receipt 3 of the 3rd year). The amount of the total premium of the previous receipt, the amount of the total premium of the current receipt, the absolute variation (amount in euros of the difference of the total premium between the two receipts), the percentage of variation of the amount of the total premium and the amount of the total premium of the supplements of the previous period.
ebroker allows you to print a notification, related to the receipt for late payment, which you can send by email and attach to the documentary file. The content of these notifications is parameterized in the corresponding module of the Control Panel> Auxiliaries> Notifications> Receipts. You can choose the hardness level of the notification (Soft, Hard, Cancel).