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

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

How to add a Finance Company onto the system.

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

How to Manage and Organise Agencies so that they are attached to the right product.

You can specify which insurers you want to be available for each product.

Making sure the right person gets the premium - Broker or Insurer

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

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