BrokerCentral

Learn how to configure brokerage settings in BrokerCentral, from advisory basis to branding, to optimise your platform experience.

Configuring your company general settings

How to incorporate emails into BrokerCentral

Creating your Broker Signatures for emails

Personalise your email messages that go to clients with documents

How to integrate, add signatures and use email templates

These are documents that you want to send out with quotes, letters, renewals.  Documents like TOBAs

If you need to change user functions or delete a user (staff member) follow the steps below

How to add a new member of staff to the Platform

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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