BrokerCentral

Get used to BrokerCentral by following these articles and hopefully they will help you:

1. Exploring BrokerCentral User Interface

<a href="https://support.brokercentral.co.uk/en/articles/9958991-user-interface-key-concepts"> https://support.brokercentral.co.uk/en/articles/9958991-user-interface-key-concepts</a>

 <a href="https://support.brokercentral.co.uk/en/articles/9690983-user-dashboard">https://support.brokercentral.co.uk/en/articles/9690983-user-dashboard</a>

 <a href="https://support.brokercentral.co.uk/en/articles/10115635-putting-a-client-on-the-system">https://support.brokercentral.co.uk/en/articles/10115635-putting-a-client-on-the-system</a>

<a href="https://support.brokercentral.co.uk/en/articles/10345772-add-change-main-contact"> https://support.brokercentral.co.uk/en/articles/10345772-add-change-main-contact</a>

<a href="https://support.brokercentral.co.uk/en/articles/9896277-adding-a-lead">https://support.brokercentral.co.uk/en/articles/9896277-adding-a-lead</a>

5. Adding a Current Policy to the Client Record

<a href="https://support.brokercentral.co.uk/en/articles/9901673-adding-previous-policies-to-newly-added-clients">https://support.brokercentral.co.uk/en/articles/9901673-adding-previous-policies-to-newly-added-clients</a>

<a href="https://support.brokercentral.co.uk/en/articles/10368665-what-is-the-proposal-page"> https://support.brokercentral.co.uk/en/articles/10368665-what-is-the-proposal-page</a>

<a href="https://support.brokercentral.co.uk/en/articles/9902187-getting-to-proposal-stage">https://support.brokercentral.co.uk/en/articles/9902187-getting-to-proposal-stage</a>

These are the first in a set of articles to get you started on BrokerCentral

Week One - Getting accustomed to the System

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Week One - Getting accustomed to the System

Exploring BrokerCentral User Interface

2. User Dashboard

3. Putting a Client onto BrokerCentral

4. Adding a Lead

5. Adding a Current Policy to the Client Record

6. Proposal Page Information

7. Adding a Proposal to a Client