BrokerCentral

How to change a client on the system from Prospect to Live if they are an existing client with a policy with you.

Adding Previous Policies to newly added clients

Overview of the Policies on the side menu

Duplicate policies can either be merged together or one can be deleted.

How to run through a renewal for the first time with a new client

How to find specific types of policies by Filtering the Pipeline

How to add various cars, properties or drivers to a proposal

Adding additional cover or making a change to an existing policy

If you email quotes to regular underwriters, make sure they are on the system.

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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