This is a great place to start to familiarise yourself with the software and understand the benefits that will save you time and brain space. The dashboard is the on-going summary of everything that you have done and need to do, all kept in one easy location to greet you with achievements and reminders when you log in, whilst also keeping you up to date with the latest news in the world of insurance.
Work on your tasks and then easily navigate back to the dashboard whenever you need to by clicking the 'Dashboard' icon, located on the top left of the side tab.
So how do I use it? - Top row explained
Search bar
This magnifying glass is found next to your broker logo on the top of the page. This is the "universal" search and will let you search the whole system.
The search bar lets you explore the full system at your fingertips. Start typing in the box and choose what you need.
Support Centre
This quote with the question mark is in between the search and task button.
If the search bar hasn't answered your question or found what you are looking for, why not try the support centre and chat to one of the team, who will be happy to help you. For more support in using this feature, you can find it in the 'Support Centre User Guide'.
Notifications / Task Management
This is where you will receive notifications. Keep on top of your notifications by clicking on the icon and stay informed.
Configuration / Settings
This gives you access to Agencies, Introducers, Products & System Settings
Your profile
Click here to access your profile, personal information and to log out of the system. You can find a step by step guide to updating your profile in the 'My Profile User Guide'.
Dashboard - the four headings
To help you keep control of your workload, BrokerCentral shows you the number of -
Leads Waiting
Renewals Due Soon
Proposals in Progress -
Tasks outstanding - this can be seen on the Dashboard as under these headings is My Tasks; Recent Clients and Latest News
Each section if clicked on, will take you to the relevant page.
Still Struggling?? How to get in touch:
Telephone help : +44 (0) 1403 885 737
Email help: [email protected]
BrokerCentral Live Chat
Still Struggling?? How to get in touch:
Telephone help : +44 (0) 1403 885 737
Email help: [email protected]
BrokerCentral Live Chat