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How to Manage Insurance Clients in a CRM (UK Guide for Brokers)

Managing client data doesn’t have to be complex. Discover how powerful reporting tools can help you manage insurance clients in a CRM more effectively and drive better business decisions.

Latest Articles

Visual representation of insurance regulation and operational friction for brokers
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The FCA isn’t creating friction in insurance - it’s exposing it!

The FCA’s latest Regulatory Priorities highlight familiar pressure points across the insurance industry, from claims handling to delegated authority oversight. This article explores what those priorities reveal about existing friction in broker operations, and why increasing regulatory focus is making long-standing challenges more visible.
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Commercial Broker Software for Modern Firms

Face-to-face broking still matters. Discover how modern insurance broker software supports commercial brokers by streamlining administration, centralising data and enhancing client relationships. If you’re reviewing your broker management system or exploring alternatives to established platforms, this article explains what to consider.
Using the best broker software
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Retention First: How Top Brokerages Keep Clients Year After Year

Discover how BrokerCentral helps commercial brokers streamline policy administration, automate renewals, track client activity, and manage claims — all in one integrated platform. With insights from client case studies and industry research, learn how the best broker software supports stronger client relationships, proactive service, and long-term retention.
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Smarter Reporting, Documents and Placement with BrokerCentral

Discover how BrokerCentral’s reporting, documents and placement tools turn complex data into clear insight. With real-time dashboards, custom reports, and tailored bordereaux, brokers gain full visibility across performance, insurers, and markets, enabling smarter decisions and more efficient placement.
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Simplify Policy Management with BrokerCentral

Discover how BrokerCentral’s policy administration software simplifies the entire policy management process. From renewals and MTAs to document issuance and claims tracking, BrokerCentral helps insurance brokers reduce admin, improve accuracy, and deliver a smoother, more consistent client experience - all from one powerful broker management platform.
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How to Choose the Right Insurance Software Provider in the UK

Choosing the right insurance software provider in the UK is key for brokers looking to scale efficiently. BrokerCentral offers cloud-based, AI-ready software with multi-branch support, robust reporting, and modern workflows, a flexible alternative to legacy systems such as Acturis. Learn how to evaluate providers and future-proof your brokerage.