ebroker allows you to calculate the date for the next review of a claim automatically. To do this, you must define the calculation criteria and the configuration of the review days. Two calculation criteria are used according to: TYPE OF CLAIM: in this case the review date is calculated automatically according to the type of claim selected. LEVEL 2 BRANCH: in this case the review date is automatically calculated according to the level 2 branch of the policy product. Depending on the selected calculation criteria, it is necessary, in the claims parameterization module (Tools> Control panel> Claims) to define the review days for each case.
ebroker allows you to create a parameterization so that, when the date of review of a claim is equal to its criminal statute of limitations, a task is automatically noted on the agenda. For this parameter to be applied, it is necessary that the automatic calculation of prescription dates in car claims is activated.
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 copy, through the system clipboard, the value of a field that is not being edited; just double click on it and at that moment a window appears with the editable characters of the field.
ebroker allows you to select the option to Notify in claim registration if the receipt status is COLLECTED but NOT LIQUIDATED. It can be parameterized for Brokerage Management, Company Management or both. In this way, when registering the claim, the corresponding notice will appear.
The brokerage specialist in insurance for companies and entrepreneurs, began a market analysis process last year to replace its platform with the intention of efficiently addressing the growth experienced by the brokerage in recent years.