Adding a New Lead

You may have bumped into a potential customer at a trade show, or found someone online who’s browsing for insurance options. Maybe now isn’t the best time to send a full-blown proposal, but you also don’t want to lose track of this potential client. That’s where the Leads Manager comes in handy. It allows you to keep a list of prospects and organise them for future follow-up.

By storing these leads, you ensure you’re ready to reach out when the time is right. Each lead you add is also automatically saved as a client with the status 'Prospect', creating a client file that can be used later to pre-fill proposals and streamline the onboarding process. It’s the perfect way to keep your pipeline warm and opportunities organised.

The Leads Dashboard provides a clear overview of all the prospects in your list, enabling you to track progress and assign leads to other team members, ensuring that no opportunity slips through the cracks. It’s a powerful way to organise potential clients and keep your brokerage prepared for growth.

Adding a new lead is simple and quick, and it’s the first step in bringing a potential client on board. Here’s how you can do it:

Click on the Leads Dashboard icon in the left-hand navigation menu. This takes you to the central hub where all your leads are managed.

In the top right-hand corner, you’ll see a "+ Create Lead" button. Click it to start adding your new lead.

A prompt will appear asking, "What type of lead are you adding?" Choose one of the following:

Now it’s time to specify "Who is the main contact?" *unless the lead is personal and you will already have put these details in.

If the contact is already in the system (for example, if the lead is linked to a producing broker and you want the producing broker to be the main contact), start typing their name and select it from the list.

If the contact is not in the system, keep typing their name, and an option will appear to "Create [name] as new contact". Press Enter to add them.

A new screen will pop up for you to fill in the contact’s details, including email and phone number. The address will auto-fill based on the insured address you entered earlier.

Click Create to finalise the main (new) contact.

Head back to the Leads Dashboard, and you’ll see your newly added lead listed. Now you’re ready to start the proposal process and take the next steps with your potential client!

If you have a large number of leads to add at once, you don't need to create them individually.

For example, you may have purchased a book of leads, attended a networking event, or received a spreadsheet containing multiple prospective clients. BrokerCentral allows you to import these leads in bulk using a CSV file.

Navigate to the Leads Dashboard.

Next to + Create Lead, click the drop-down arrow and select:

Import Leads → Import lead data from spreadsheet

Upload your CSV file to begin the import.

Once uploaded, BrokerCentral will allow you to match the column headings in your spreadsheet with the corresponding fields in BrokerCentral.

Where possible, the system will automatically match columns it recognises, but you should still review these before completing the import.

Renewal dates must use the following format:

yyyy-mm-dd

If your spreadsheet uses a different date format, you'll need to update it before exporting the file as a CSV.

In Microsoft Excel:

yyyy-mm-dd

Click OK.

Once the dates are formatted correctly, save or export the spreadsheet as a CSV file and upload it to BrokerCentral.

For a more in-depth guide to bulk-uploads, see this support article.
​