BrokerCentral

Understanding the 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/9971889-how-data-is-structured">https://support.brokercentral.co.uk/en/articles/9971889-how-data-is-structured</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>

ADMIN USER - Adding Staff &amp; Making Changes -

<a href="https://support.brokercentral.co.uk/en/articles/9966062-setting-up-new-users-staff-on-brokercentral">https://support.brokercentral.co.uk/en/articles/9966062-setting-up-new-users-staff-on-brokercentral</a>

<a href="https://support.brokercentral.co.uk/en/articles/9959217-making-changes-to-a-user-staff-member">https://support.brokercentral.co.uk/en/articles/9959217-making-changes-to-a-user-staff-member</a> 

<a href="https://support.brokercentral.co.uk/en/articles/9901899-adding-an-introducer"> https://support.brokercentral.co.uk/en/articles/9901899-adding-an-introducer</a>

Part 2 - Getting Started On BrokerCentral

This can be done in a various number of ways - adding them as a lead (under the Leads section - if needing a quote in more than 30 days) or directly onto the Clients Page (if needing a quote immediately) on the menu.  The articles below will show several ways in which this can be done and how contacts can be added as well.

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

Where clients have been migrated over to BrokerCentral, adding a policy to their record is shown here:

<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/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/9730190-claims-user-guide"> https://support.brokercentral.co.uk/en/articles/9730190-claims-user-guide</a>

<a href="https://support.brokercentral.co.uk/en/articles/10632869-clients-report"> https://support.brokercentral.co.uk/en/articles/10632869-clients-report</a>

Part Three - Making Amendments to various Sections

Changing Client Details - <a href="https://support.brokercentral.co.uk/en/articles/11509171-amending-client-information"> </a>

<a href="https://support.brokercentral.co.uk/en/articles/11509171-amending-client-information">https://support.brokercentral.co.uk/en/articles/11509171-amending-client-information</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>

 <a href="https://support.brokercentral.co.uk/en/articles/11058794-changing-a-bound-paid-policy"> https://support.brokercentral.co.uk/en/articles/11058794-changing-a-bound-paid-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/11069724-adding-assets-before-renewal-or-mta"> https://support.brokercentral.co.uk/en/articles/11069724-adding-assets-before-renewal-or-mta</a>

<a href="https://support.brokercentral.co.uk/en/articles/11020738-amending-question-sets">https://support.brokercentral.co.uk/en/articles/11020738-amending-question-sets</a>

<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/10758708-adding-a-new-insurer-agency">https://support.brokercentral.co.uk/en/articles/10758708-adding-a-new-insurer-agency</a>

<a href="https://support.brokercentral.co.uk/en/articles/9959209-updating-your-email-templates">https://support.brokercentral.co.uk/en/articles/9959209-updating-your-email-templates</a>

 <a href="https://support.brokercentral.co.uk/en/articles/9959205-configuring-global-signatures">https://support.brokercentral.co.uk/en/articles/9959205-configuring-global-signatures</a>

This section is designed to help you navigate through BrokerCentral and learn how to set up various aspects and features

Setting Up BrokerCentral

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Setting Up BrokerCentral

Part 1 - Exploration & Explanation

Understanding the BrokerCentral User Interface -

The User Dashboard Information -

ADMIN USER - Adding Staff & Making Changes -

Part 2 - Getting Started On BrokerCentral

New Clients to Add -

Adding Policies to Clients -

Going through a Proposal -

Claims Information -

Reporting -

Part Three - Making Amendments to various Sections

Changing Client Details -

Changing the Proposal -

Mid-Term Transactions -

ADMIN USER Amendments

Fact Find changes -

Additional Products & Insurers -

Email Template changes -

Setting Up BrokerCentral

Part 1 - Exploration & Explanation

Understanding the BrokerCentral User Interface -

The User Dashboard Information -

ADMIN USER - Adding Staff & Making Changes -

Part 2 - Getting Started On BrokerCentral

New Clients to Add -

Adding Policies to Clients -

Going through a Proposal -

Claims Information -

Reporting -

Part Three - Making Amendments to various Sections

Changing Client Details -

​Changing the Proposal -

Mid-Term Transactions -

ADMIN USER Amendments

Fact Find changes -

Additional Products & Insurers -

Email Template changes -

Changing the Proposal -