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Tips and tricks

Instruc­tions for the pro­gramme
In the WMC pro­grammes there is a but­ton at the bot­tom right of the page Knowl­edge Base. This will take you to the online man­u­al. You can find the desired func­tion via the con­tent tabs on the left-hand side or direct­ly via the prac­ti­cal full-text search at the top. The tuto­ri­als on YouTube are also help­ful. And if you can’t find what you’re look­ing for straight away, our hot­line can help you on 061 716 11 66.

Import all con­tract data
 WMC pro­vides an Excel tem­plate free of charge, which most insur­ers fill in with the con­tract data. Some insur­ers pro­vide Excel files that still need to be refor­mat­ted. The data can then be import­ed into Bro­ker­Star. The new con­tract data can then be stored auto­mat­i­cal­ly using the IG B2B process Con­tract cre­ation. Some insur­ers even sup­ply the PDF of the pol­i­cy, which is auto­mat­i­cal­ly saved in BrokerStar.

DXP vs. projects
Eco­Hub offers two dif­fer­ent options for data exchange. The DXP sup­plies data that is auto­mat­i­cal­ly read into Bro­ker­Star. Any incor­rect data is dis­played in Bro­ker­Star. The process­es (for­mer­ly Giraffe) pro­vide the iden­ti­cal data, which must be entered man­u­al­ly. Eco­Hub does not allow you to use both ser­vices. You must decide in favour of one vari­ant. As Bro­ker­Star always sup­ports the lat­est IG B2B stan­dards, you should choose the DXP vari­ant. The WMC hot­line will be hap­py to help you get start­ed or answer any ques­tions you may have.

The com­plete cus­tomer his­to­ry
Do you want a com­plete overview of all cus­tomer activ­i­ties? Then it makes sense to inte­grate mail syn­chro­ni­sa­tion and tele­pho­ny. This allows you to dis­play all mails and tele­phone notes via the his­to­ry view. You get a com­plete overview of all events and, with the time record­ing func­tion, all work per­formed. The hot­line will be hap­py to show you how this works. 

Cook­ies
Do Bro­ker­Star and Bro­ker­Web use cook­ies? Yes, but only so-called ses­sion cook­ies. These do not allow the pages vis­it­ed to be tracked. There­fore, no noti­fi­ca­tion is nec­es­sary when the page is called up. A com­plete­ly dif­fer­ent aspect is the influ­ence of cook­ies on web appli­ca­tions. With all web solu­tions, includ­ing Bro­ker­Star, it is advis­able to delete the cook­ies in the brows­er from time to time or if errors occur. The func­tion can be exe­cut­ed sim­ply by press­ing CTRL + F5 at the same time.

Delete cus­tomer data
The new Data Pro­tec­tion Act (nDSC), which comes into force on 1 Sep­tem­ber 2023, requires that per­son­al data that is no longer required or can be delet­ed at the customer’s request. The End of man­date field in the cus­tomer mas­ter can facil­i­tate the dele­tion func­tion. This makes it easy to cre­ate selec­tions of the data to be delet­ed. For secu­ri­ty rea­sons, dele­tion via mass muta­tion is not pos­si­ble by the user. How­ev­er, WMC does this work free of charge as part of its stan­dard support.

Ten cool func­tions
Bro­ker­Star has many func­tions that make your dai­ly work eas­i­er. Here are ten of them that you may not yet know. Did you know that Bro­ker­Star sup­ports all MS Office func­tions or that invoic­es can be sent to your cus­tomers auto­mat­i­cal­ly and ful­ly elec­tron­i­cal­ly or that file stor­age can be mapped like in Win­dows Explor­er or that many set­tings can be con­fig­ured indi­vid­u­al­ly for each user?.
Read more in the overview