What stage is the customer at?
If still at Proposal Stage - go to https://support.brokercentral.co.uk/en/articles/9901673-adding-previous-policies-to-newly-added-clients
If the customer is at the Client stage, then follow the instructions below:
Make sure you are on the Client screenThen go to the right hand corner and select "Start Renewal"
Or, the renewal will show up on the client page as an Alert :
After pressing "Start Renewal" or "Start Now" you will get the following screen:
Making sure that you have the correct policy, then press the "Start Renewal" button and you will be taken through the renewal process -
1. Client page - any missing details will be flagged up which can be filled in. Double check all details and make sure they are correct.
Then press the green "Continue" button found in the bottom right 
2. Cover page - the current policy information will be pre-populated under this section and if anything needs to be added, this is the time to do it! This is where the relevant information about the risk being insured will be:
Press "Continue" when completed3. Risk Capture - this is where the questions will be about the risk and may or may not need to be amending before being sent out.
Press "Continue" when completed
4. Market - this is have the current insurer listed under "Selected Markets"
and then you can ask other insurers on your books to quote for you which are found under "Your Market:"
Once the cursor is in the insurer section the + Add will appear
Then press "Continue"
5. Quotes - this section shows the quotes that have been generated. This is also where you are able to "drag & drop" the current renewal documents if you have them so that they also appear on the system.
The quote with the green tick in it will be the one that has been recommended.
Within the quote section is a small box with the three lines offers the following menu:
"Edit Quote" will enable you to put additional information into the quote -
The main one to note here is "Policy Narrative"
Policy Narrative will allow you to add extra information within the proposal. This information can be free-typed or copied & pasted from another document.
When entered make sure to save it.
The information put in here will be seen under "Product Analysis" under Notes:
The next page will show the recommended options for your client
There is a box at the bottom where additional notes about the premium can be put in which will then appear on the Report Overview under "Current Market Conditions"
Press Continue
6. Documents - this is section that will show you what the Proposal will look like when emailed out to the client.
The page is split into three columns. The first column is where any additional documents that are supplementary to the Proposal can be dragged & dropped.
The middle column is the Proposal itself which can be scrolled through and double checked.
The third column will show what sections can be edited (usually just the cover letter and Demands & Needs) and which sections can be excluded from the Proposal.
Click the Exclude button
on the section you do not want in the Proposal.At this stage, the whole document is still able to be edited - once you press the Generate Proposal button it will become a PDF document that cannot be edited
HOWEVER, if you do find a glaring mistake and it needs to be rectified and you haven't issued the proposal documents then you can do the following -
Still Struggling?? How to get in touch:
Telephone help : +44 (0) 1403 885 737
Email help: [email protected]
BrokerCentral Live Chat