707. Advisory services
ebroker allows you to record the charges for the advisory services carried out for your clients, independent of the receipts from the insurers.
706. Receipts – Special liquidable (Liq. Esp.) and Settlement block (Bloq. Liq.)
ebroker allows you to settle receipts exceptionally, or block them so that they are not included in settlements.
704. Services with insurers – Generation of transactions by company
ebroker allows you to view your policy transactions, receipts and claims received through connectivity broken down by company.
703. Portfolio management > Treasury – Bank remittances
ebroker allows you to create bank remittances and generate the remittance file to send to the bank.
695. Search for policies, receipts or claims by client group
ebroker allows you to search for policies, receipts or claims by the Client Group field.
694. Parameters – See business of dependent entities
ebroker allows you to parameterize that Commercial Entity type users view, in the Receipts module, the commissioning of their entities dependent on the hierarchies.
