BrokerCentral

Where you can go and what actions can be done from the client file

What can be found under the Client File

The Contacts List provides an overview of all contacts in BrokerCentral, allowing you to manage and search contacts across the system

If a client has been put in that shouldn't be.

If the main contact is already on the system, this will allow you to add them.

Getting your existing or new clients onto the system

What the three dots do on the client screen

How to information for a client that is already on the system without starting a renewal.

Using BrokerCentral to send a text message to your client

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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