BrokerCentral Overview
A quick recap of BrokerCentral's essential features, requirements and support channels
Getting Started
How to get your system ready to start
Lead Management
Leads are the start point for your policy this is how to add them
Proposals
How to get proposals onto the system
Client Management
Looking after the clients on the system
Policy Management
How to administer policies on the system
Claims Management
Notification of claims and their management
Introducer Management
Adding an introducer to the system and keeping track of their performance
Workflow and Task Management
Keeping track of everything
Financial Accounts Management
Managing client accounts
Reporting and Analytics
Creating reports to check for trends or collate information
Account Settings and Security