{"id":91540,"date":"2025-12-18T17:04:05","date_gmt":"2025-12-18T16:04:05","guid":{"rendered":"https:\/\/codeoscopic.com\/?page_id=91540"},"modified":"2025-12-18T17:07:22","modified_gmt":"2025-12-18T16:07:22","slug":"general-terms-and-conditions-tesis","status":"publish","type":"page","link":"https:\/\/codeoscopic.com\/en\/workspace\/tesis-en\/general-terms-and-conditions-tesis\/","title":{"rendered":"Tesis General Terms and Conditions of Service"},"content":{"rendered":"<div class=\"main_cdscpc_tesis_home main_cdscpc_legal\">\r\n\r\n    <div class=\"main_intro\">\r\n\r\n        <div class=\"main_logos pc\">\r\n            <img decoding=\"async\" class=\"logo_wrkspc\" src=\"\/wp-content\/uploads\/kit-prensa\/workspace\/svg\/logo-wrkspc-white.svg\" alt=\"\">\r\n            <span class=\"separator\"><\/span>\r\n            <img decoding=\"async\" src=\"\/wp-content\/uploads\/kit-prensa\/tesis\/svg\/logo-tesis-white.svg\" alt=\"\">\r\n        <\/div>\r\n\r\n        <div class=\"main_logos mov\">\r\n            <img decoding=\"async\" class=\"logo_wrkspc\" src=\"\/wp-content\/uploads\/kit-prensa\/wrkspc.svg\" alt=\"\">\r\n            <span class=\"separator\"><\/span>\r\n            <img decoding=\"async\" src=\"\/wp-content\/uploads\/kit-prensa\/tss.svg\" alt=\"\">\r\n        <\/div>\r\n\r\n        <div class=\"main_tabs\"><div class=\"wrap_tabs\"><a href=\"https:\/\/codeoscopic.com\/es\/workspace\/tesis\/\" >ERP<\/a><a href=\"https:\/\/codeoscopic.com\/es\/workspace\/tesis\/tesis-caracteristicas\/\" >Caracter\u00edsticas<\/a><a href=\"https:\/\/codeoscopic.com\/es\/workspace\/tesis\/tesis-conectividad\/\" >Conectividad<\/a><\/div><\/div>\r\n    <\/div>\r\n\r\n    <div class=\"main_content_legal\">\r\n        <div class=\"wrap_content\" style=\"line-height: 1.7;\">\r\n            <div class=\"pb-20\">\r\n                <p>Tesis Broker Manager<\/p>\r\n<h1 class=\"fnt-34\">General Terms and Conditions of Service<\/h1>\r\n<\/div>\r\n<div class=\"pb-20\">   \r\n    <h2>1. Services Provided by the Provider<\/h2>\r\n        <p class=\"pb-15\">By subscribing to the Tesis Broker Manager software, the Provider commits to providing the following services (hereinafter, the \u201cServices\u201d).<\/p>\r\n        <p class=\"pb-15\"><strong>1.1 Availability.<\/strong> The Provider undertakes to maintain the necessary infrastructure to guarantee the ERP\u2019s availability at no less than 99%.<\/p>\r\n        <p class=\"pb-15\"><strong>1.2 Functionality.<\/strong> The Provider commits to keeping the forms of the different insurance products updated, as well as adapting connectivity services with insurance entities to ensure proper functioning and full utilization of the features offered by the entities through their web services. For a detailed overview of the ERP functionalities, visit: <a href=\"https:\/\/codeoscopic.com\/es\/workspace\/tesis\/tesis-caracteristicas\/\">Tesis ERP<\/a><\/p>\r\n        <p class=\"pb-15\"><strong>1.3 Parameterization.<\/strong> The Provider commits to displaying, through self-manageable configuration screens for the Subscriber, all parameters considered dynamic in the application\u2019s behavior, including, among others, logos, credentials, connection configuration parameters with entities, email addresses, default values for different products of each entity, and more.<\/p>\r\n        <p class=\"pb-15\"><strong>1.4 Other Features:<\/strong><br\/>\r\n            &#8211; Extensive connectivity via SITEC.<br\/>\r\n            &#8211; Prepared for the new EIAC standard.<br\/>\r\n            &#8211; Import\/export of parameterizable data from external sources.<br\/>\r\n            &#8211; Comprehensive dashboard system.<br\/>\r\n            &#8211; Powerful reporting system.<br\/>\r\n            &#8211; Communication system based on customizable templates.<br\/>\r\n            &#8211; Scheduled task manager.<br\/>\r\n            &#8211; Business rules definition from the user interface.<br\/>\r\n            &#8211; Integrated document management.<br\/>\r\n            &#8211; Comprehensive user control.<br\/>\r\n        <\/p>\r\n        <p class=\"pb-15\"><strong>1.5 Configured Keys.<\/strong> Only insurance keys of the account-holding Subscriber may be configured; no others are permitted without the Provider\u2019s authorization.<\/p>\r\n        <p class=\"pb-15\"><strong>1.6 Users.<\/strong> The Subscriber may only use their own user codes and manage their profiles within the limits established by the ERP license.<\/p>\r\n        <p class=\"pb-15\"><strong>1.7 Subscriber Support.<\/strong> The Provider commits to maintaining a subscriber support service to receive and resolve detected incidents.<\/p>\r\n        <p class=\"pb-15\"><strong>1.8 Initial Training:<\/strong> During the first month from contract signing, the Provider will offer basic online training via the Academy platform, plus one specific 1-hour training per brokerage. Any additional training requested after 30 days from signing may incur additional costs.<\/p>\r\n        <p class=\"pb-15\"><strong>1.9 Data Migration:<\/strong> Detailed here <a href=\"#traspasos\">Migrations<\/a>, indicating available ERPs and all related migration information.<\/p>\r\n\r\n        <p class=\"pb-15\">Subscriber support will be provided via the self-service portal and\/or email, using the phone numbers and email addresses communicated to the Subscriber.<\/p>\r\n        <ul>\r\n            <li>Via the self-service portal at: <a href=\"https:\/\/soporte.codeoscopic.com\">codeoscopic.com<\/a><\/li>\r\n            <li>Via email at soporte@codeoscopic.com<\/li>\r\n        <\/ul>\r\n        <p class=\"pb-15\">Service hours:<br\/>\r\n        &#8211; Winter schedule (September to June): Monday to Thursday (non-holidays), 9:00 a.m. to 6:00 p.m., and Friday (non-holidays), 9:00 a.m. to 3:00 p.m.<br\/>\r\n        &#8211; Summer schedule (July and August): Monday to Friday (non-holidays), 8:00 a.m. to 2:30 p.m.\r\n        <\/p>\r\n<\/div>\r\n\r\n<div class=\"pb-20\">\r\n    <h2>2. Price of Available Services<\/h2>\r\n    <p class=\"pb-15\">By subscribing to Tesis Broker Manager, the prices of the services provided are as follows:<\/p>\r\n    <p class=\"pb-15\"><strong>1. Executive User (from \u20ac79.95\/month per user)<\/strong><br\/>\r\n        Executive User (Avant2 Sales Manager + Tesis Broker Manager).<br\/>\r\n        Access to the entire brokerage portfolio.<\/p>\r\n    <p class=\"pb-15\"><strong>2. Collaborator User (from \u20ac14.95\/month per user)<\/strong><br\/>\r\n        Collaborator User (Avant2 Sales Manager + Tesis Broker Manager).<br\/>\r\n        Access ONLY to their own portfolio.<\/p>\r\n    <p class=\"pb-15\"><strong>3. Administrative User (from \u20ac59.95\/month per user)<\/strong><br\/>\r\n        View and manage information of ALL brokerage clients.<\/p>\r\n    <p class=\"pb-15\"><strong>4. Commercial User (from \u20ac23.95\/month per user)<\/strong><br\/>\r\n        Commercial User (Avant2 Sales Manager).<br\/>\r\n        Full access to Avant2 Sales Manager.<\/p>\r\n    <p class=\"pb-15\"><strong>5. TBM Collaborator User &#8211; Edit (from \u20ac9.95\/month per user)<\/strong><br\/>\r\n        Collaborator user (Tesis Broker Manager only).<br\/>\r\n        Edit access ONLY to their portfolio in fields and modules authorized by the brokerage administrator.<\/p>\r\n    <p class=\"pb-15\"><strong>6. TBM Collaborator User &#8211; View (from \u20ac4.95\/month per user)<\/strong><br\/>\r\n        Collaborator user (Tesis Broker Manager only).<br\/>\r\n        View access ONLY to their portfolio in fields and modules authorized by the brokerage administrator.<\/p>\r\n    <p class=\"pb-15\"><strong>7. Non-Login Collaborator User (from \u20ac0\/month per user)<\/strong><br\/>\r\n        Non-login user (no access).<br\/>\r\n        ONLY for assigning projects or issuances.<\/p>\r\n    <p class=\"pb-15\"><strong>8. SMS Credits Add-on (from \u20ac75)<\/strong><br\/>\r\n        Allows clients to send SMS from the TBM application for both informational notifications and commercial actions.<\/p>\r\n    <p class=\"pb-15\"><strong>9. Mobile App iOS\/Android Add-on (from \u20ac90\/month)<\/strong><br\/>\r\n        Mobile implementation of the TBM web app for clients, designed for mobile devices to facilitate client management and enhance client loyalty.<\/p>\r\n    <p class=\"pb-15\"><strong>10. Technical Tasks (Custom Quote)<\/strong><br\/>\r\n        Hourly intervention for configuration, <a href=\"#traspasos\">Migrations<\/a>, setup, or other technical tasks performed by customer service or development, for special configurations, tasks not included in the initial service, or recurring delegated tasks by the Subscriber.<\/p>\r\n    <p class=\"pt-10 pb-15\"><strong>Taxes not included in the Price<\/strong><\/p>\r\n<\/div>  \r\n\r\n<div class=\"pb-20\">\r\n    <h2 id=\"migrations\">3. Migrations in Codeoscopic<\/h2>\r\n    <p class=\"pb-15\">Data migration in Codeoscopic can be of two types:<\/p>\r\n    <ul>\r\n        <li>Performed during implementation, involving the transfer of part of the information from another compatible ERP to the Tesis Broker Manager environment.<\/li>\r\n        <li>Performed from other databases, which can be requested during service through Subrogated Tasks, carried out by technical and development teams, who will analyze feasibility, data compatibility, process time, and additional costs.<\/li>\r\n    <\/ul>\r\n\r\n    <table>\r\n        <tr>\r\n            <td><a href=\"\/wp-content\/uploads\/2025\/03\/Traspasos_eBroker_v3.pdf\" target=\"_blanc\">eBROKER<\/a><\/td>\r\n            <td><a href=\"\/wp-content\/uploads\/2025\/03\/Traspasos_eCORREDURIA_v3.pdf\" target=\"_blanc\">eCORREDURIA<\/a><\/td>\r\n        <\/tr>\r\n        <tr>\r\n            <td><a href=\"\/wp-content\/uploads\/2025\/03\/Traspasos_Elevia-Nuevo-Visual-Seg_v3.pdf\" target=\"_blanc\">Elevia (Nuevo Visual Seg)<\/a><\/td>\r\n            <td><a href=\"\/wp-content\/uploads\/2025\/03\/Traspasos_Fast-Broker_v3.pdf\" target=\"_blanc\">Fast Broker<\/a><\/td>\r\n        <\/tr>\r\n        <tr>\r\n            <td><a href=\"\/wp-content\/uploads\/2025\/11\/Traspasos_Fast360_v4.pdf\" target=\"_blanc\">Fast 360<\/a><\/td>\r\n            <td><a href=\"\/wp-content\/uploads\/2025\/03\/Traspasos_Gestibrok_v3.pdf\" target=\"_blanc\">Gestibrok<\/a><\/td>\r\n        <\/tr>\r\n        <tr>\r\n            <td><a href=\"\/wp-content\/uploads\/2025\/11\/Traspasos_iSegurQS_v4.pdf\" target=\"_blanc\">iSegur QS<\/a><\/td>\r\n            <td><a href=\"\/wp-content\/uploads\/2025\/03\/Traspasos_Lamb-_-LambCloud_v3.pdf\" target=\"_blanc\">Lamb \/ Lamb Cloud<\/a><\/td>\r\n        <\/tr>\r\n        <tr>\r\n            <td><a href=\"\/wp-content\/uploads\/2025\/03\/Traspasos_MasterBroker_v3.pdf\" target=\"_blanc\">Masterbroker<\/a><\/td>\r\n            <td><a href=\"\/wp-content\/uploads\/2025\/03\/Traspasos_Novaseg_v3.pdf\" target=\"_blanc\">Novaseg<\/a><\/td>\r\n        <\/tr>\r\n        <tr>\r\n            <td><a href=\"\/wp-content\/uploads\/2025\/03\/Traspasos_Novaseg-MySQL_v3.pdf\" target=\"_blanc\">Novaseg (MySQL)<\/a><\/td>\r\n            <td><a href=\"\/wp-content\/uploads\/2025\/03\/Traspasos_Poliza-Win_v3.pdf\" target=\"_blanc\">Poliza Win<\/a><\/td>\r\n        <\/tr>\r\n        <tr>\r\n            <td><a href=\"\/wp-content\/uploads\/2025\/03\/Traspaso_SoftQS_v3.pdf\" target=\"_blanc\">SoftQS<\/a><\/td>\r\n            <h3 class=\"pb-20 pt-20\">\r\n                    <a href=\"\/en\/?page_id=91515\"> >> General Terms and Conditions of Service for Codeoscopic Workspace<\/a>\r\n            <\/h3>\r\n            <\/div>  \r\n        <\/div>\r\n    <\/div>\r\n<\/div>\r\n\r\n\n    <div class=\"main_direct_footer_access\" style=\"background: url(\/wp-content\/uploads\/2025\/04\/bg.png) top center no-repeat #0e162a;\">\n        <div class=\"wrap_direct_footer_access\">\n            <p>Continue exploring solutions that respond to the needs of the insurance sector<\/p>\n            <ul class=\"main_grid_cards\">\n                <li class=\"hidden\">\n                    <a href=\"\/en?page_id=74692\" class=\"main_content avant2\">\n                        <div class=\"logo\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/04\/avant2.svg\" alt=\"\"><\/div>\n                        <span class=\"text\">CRM + Multitarificador: the leading application for insurance sales<\/span>\n                        <img decoding=\"async\" class=\"screen\" src=\"\/wp-content\/uploads\/2024\/07\/screen-avant2.png\" alt=\"\">\n                    <\/a>\n                <\/li>\n                <li class=\"\">\n                    <a href=\"\/en?page_id=16602\" class=\"main_content versus\">\n                        <div class=\"logo\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/04\/versus.svg\" alt=\"\"><\/div>\n                        <span class=\"text\">Segmented market analysis, data monitoring and comparison<\/span>\n                        <img decoding=\"async\" class=\"screen\" src=\"\/wp-content\/uploads\/2024\/07\/screen-versus.png\" alt=\"\">\n                    <\/a>\n                <\/li>\n                <li class=\"\">\n                    <a href=\"\/en?page_id=75002\" class=\"main_content bcover\">\n                        <div class=\"logo\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/04\/bcover.svg\" alt=\"\"><\/div>\n                        <span class=\"text\">Simplify and automate the risk analysis and management of your business clients<\/span>\n                        <img decoding=\"async\" class=\"screen\" src=\"\/wp-content\/uploads\/2024\/07\/screen-bcover.png\" alt=\"\">\n                    <\/a>\n                <\/li>\n                <li class=\"\">\n                    <a href=\"\/en?page_id=74944\" class=\"main_content tesis\">\n                        <div class=\"logo\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/04\/tesis.svg\" alt=\"\"><\/div>\n                        <span class=\"text\">The ERP created by insurance brokers, developed for insurance brokers<\/span>\n                        <img decoding=\"async\" class=\"screen\" src=\"\/wp-content\/uploads\/2024\/07\/screen-tesis.png\" alt=\"\">\n                    <\/a>\n                <\/li>\n                <li class=\"\">\n                    <a href=\"\/en?page_id=27385\" class=\"main_content integra\">\n                        <div class=\"logo\"><img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/04\/integra.svg\" alt=\"\"><\/div>\n                        <span class=\"text\">Welcome to Connectivity with Workspace products<\/span>\n                        <img decoding=\"async\" class=\"screen\" src=\"\/wp-content\/uploads\/2024\/07\/screen-integra.png\" alt=\"\">\n                    <\/a>\n                <\/li>\n            <\/ul>\n        <\/div>\n    <\/div>","protected":false},"excerpt":{"rendered":"General Terms and Conditions of the Tesis Broker Manager service. The ERP that offers an integrated management package for brokerages, intermediaries, and insurance agents, providing effective and flexible coverage for most of the data processing needs that mediation professionals face daily.","protected":false},"author":13,"featured_media":0,"parent":79175,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"custom-inverted.php","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-91540","page","type-page","status-publish","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/pages\/91540","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/comments?post=91540"}],"version-history":[{"count":0,"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/pages\/91540\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/pages\/79175"}],"wp:attachment":[{"href":"https:\/\/codeoscopic.com\/en\/wp-json\/wp\/v2\/media?parent=91540"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}