Insurance Broker Management Software

Win more business, in less time.

The all-in-one CRM, Quoting and Policy Administration software platform, designed exclusively for Insurance Brokers.

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Core Features

Everything you'll need to power your insurance brokerage, all within one easy to use platform

Insurance Sales CRM

Industry leading CRM Software, designed exclusively for the needs of Insurance Brokers.

Quotes & Proposals

A single place to capture fact find data and source quotes from an unlimited panel of insurance providers.

Document Production

Beautiful, personalised and engaging documents, produced instantly from within the software.

Tasks & Reminders

Know exactly what to do, and when to do it with BrokerCentral's automated diary system software.

Email Template Engine

Email directly from the software and control style and wordings with advanced email templates.

Policy Administration

All of your client's policies in one place. Manage Renewals, MTAs and Cancelations with ease.

Accounts & Invoicing

Issue invoices, track payments, reconcile accounts and manage cashflow, all within an intuitive platform.

Reporting & MI

Regain full visibility of your business and make rapid, data-led decisions using BrokerCentral's reporting features.

Automation & Integrations

Speed up your workflows without the need to re-key data. Automations and integrations make it possible.

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Get More done in Less time

Give your productivity a boost, and get more done, in less time.

BrokerCentral combines many of the tasks often carried out by multiple software applications and automates repetitive processes, meaning you can dramatically reduce the time it takes to get a proposal out to your client.

Simple SME Risks

Up to 55% Quicker

Complex/Niche Risks

Up to 83% Quicker

Groundbreaking Insurance Broking Platform backed by exceptional service

Like you, we know that a great product is nothing without exceptional service to back it up. Our Insurance Broker clients receive a tailored package of additional services alongside our revolutionary software platform.

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Seamless Onboarding

We take the pain out of migrating to a new software system by providing a guided onboarding process, meaning your team will be up and running in no time, with no disruption to your business operations.

Regular Updates

BrokerCentral is a Cloud-based application and is automatically updated with regular new features. You have nothing to install or back up and will always be on the latest version, at no extra charge.

Bespoke Design Service

Our in-house design team can work with you to develop client documents that communicate your brand and message. We ensure that each broker is treated as an individual and draw out your unique selling points.

Digital Services

We provide additional Digital Services at discounted rates to our Broker Clients, including:
Web Development
Graphic Design
Data Migration
Bespoke Features

Help & Support

We provide UK-based, priority customer support as standard. Our SLAs are above industry standards and we're here for you when you need us.

Community Feedback

We love feedback! Our Broker Priority Programme allows BrokerCentral users to collaborate with our UK development team on improvements and feature requests and to try out new features before anyone else! We shape our products around you.