BrokerCentral

Adding Insurance companies to the system: (ADMIN User)

 <a href="https://support.brokercentral.co.uk/en/articles/9730058-adding-insurance-agencies-to-products"> https://support.brokercentral.co.uk/en/articles/9730058-adding-insurance-agencies-to-products</a>

Putting an Insurer with a Product: (ADMIN User)

<a href="https://support.brokercentral.co.uk/en/articles/10209866-adding-insurers-to-each-product"> https://support.brokercentral.co.uk/en/articles/10209866-adding-insurers-to-each-product</a>

Adding a New Product to the Library: ADMIN user)

<a href="https://support.brokercentral.co.uk/en/articles/9910964-adding-a-new-product"> https://support.brokercentral.co.uk/en/articles/9910964-adding-a-new-product</a>

 <a href="https://support.brokercentral.co.uk/en/articles/11464054-how-to-do-a-proposal">https://support.brokercentral.co.uk/en/articles/11464054-how-to-do-a-proposal</a>

<a href="https://support.brokercentral.co.uk/en/articles/10628018-making-changes-to-the-proposal"> https://support.brokercentral.co.uk/en/articles/10628018-making-changes-to-the-proposal</a>

Making Changes to a Bound &amp; Invoiced Policy

 <a href="https://support.brokercentral.co.uk/en/articles/11058794-changing-a-bound-invoiced-policy"> https://support.brokercentral.co.uk/en/articles/11058794-changing-a-bound-invoiced-policy</a>

<a href="https://support.brokercentral.co.uk/en/articles/10045251-mid-term-transactions">https://support.brokercentral.co.uk/en/articles/10045251-mid-term-transactions</a>

 <a href="https://support.brokercentral.co.uk/en/articles/10045251-mid-term-transactions"> https://support.brokercentral.co.uk/en/articles/10045251-mid-term-transactions</a>

 <a href="https://support.brokercentral.co.uk/en/articles/11069724-adding-assets-before-renewal-or-mta"> https://support.brokercentral.co.uk/en/articles/11069724-adding-assets-before-renewal-or-mta</a>

Week Two - Adding Proposals / Making Changes

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Week Two - Adding Proposals / Making Changes

Adding Insurance companies to the system: (ADMIN User)

Putting an Insurer with a Product: (ADMIN User)

Adding a New Product to the Library: ADMIN user)

How to Create a Proposal

Making Changes to the Proposal

Making Changes to a Bound & Invoiced Policy

Renewing a Policy

Doing a Midterm Transaction

https://support.brokercentral.co.uk/en/articles/10045251-mid-term-transactions