BrokerCentral

Working with the Dashboard to Maximise your Potential

User Dashboard

You need to remember to do something for a client and want a reminder - create a task for yourself or someone else (in your absence)

How to maximise your workflow and keep on top of everything

This provides a handy side panel that sits alongside your insurer portal. You can search for any proposal data entered into BrokerCentral

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Try using different keywords or checking for typos.

Track the progress of all tickets related to your company.

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