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.

The search bar lets you explore the full system at your fingertips. Start typing in the box and choose what you need.

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'.

This is where you will receive notifications. Keep on top of your notifications by clicking on the icon and stay informed.

Quickly add leads, clients, proposals, and tasks with this shortcut. Click on the 'add' icon and you will see the following options to choose from. If you need further support with this feature then please go to the 'Create New User Guide'.

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'.

Under the top tab, you can access quick links to leads, renewals, proposals and the tasks are shown to the left of the dashboard. To help you keep control of your workload, BrokerCentral shows you the number of leads, renewals, proposals and tasks so you can monitor efficiently.

Tasks are generated and assigned to the right team member at each step, and are visible on the dashboard for reference and completion. Any tasks that you have assigned yourself, using the 'task' link will also appear in this section.