BrokerCentral

Nick Jordan

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

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

If you need to change user functions or delete a user follow the steps below

How to add a new member of staff to the Platform

Adding email addresses for underwriters that you work with for quotes

If the cover you need isn't on the system you can add it yourself.

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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