BrokerCentral

How to reconcile with Finance providers, insurers, commission/fees and introducers, pre-bank and client refunds.

Reconcile Section

After a proposal has been accepted by the client and been bound by the insurer, an invoice will need to be created and here's how

Creating An Invoice

From the creation of the invoice to its reconciliation - here is that process

Invoice Journey

At the invoice stage, before payment has been made, this is how to update the commissions

Updating Commission

The process of reconciliation on BrokerCentral

Reconcile an Invoice for Insurer

Annelli Bradbury

Financial Accounts Management

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