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 Proposal Page

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.

If the policy needs to have another cover added to it, here's how

Individual policies with the same product renew on the same day

How to make changes before this proposal goes out to the customer

What the three dots can do on the Policy Page

If you have an admin person, they can add your risks to the policy before an account handler does an MTA to add them to the policy.

If you want to make sure that your clients are informed about their renewal - use the "Renewal Settings" under Configuration>Settings

Find answers and get help from Intercom Support and Community Experts

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