BrokerCentral Launches Multiple Bank Account Management

At BrokerCentral, we know that brokers need more than just software, they need tools that simplify everyday financial tasks and give them total confidence in their numbers.

That’s why our finance features have always been at the heart of what we do:

• Invoices & Payments
  Simplify your financial processes with robust invoicing tools. Effortlessly generate, customise, and send invoices for policies or adjustments. Automatically track payments, apply taxes, and manage multi-policy invoicing for complete accuracy.

• Insurer Reconciliation
  Take the stress out of insurer payments. Get a clear view of amounts due, retained commissions, and client money accounts. With automated remittance notes and draft remittances, reconciliation has never been simpler.

• Introducer Management
  Keep referral relationships running smoothly. Assign introducers to clients, track commissions, and monitor performance metrics; all in one centralised system.

• Financial Reporting
  Stay in control with real-time insights into revenue, commissions, and outstanding payments. Generate clear dashboards and custom reports to track profitability, spot trends, and ensure compliance.

Now Introducing: Multiple Bank Accounts

And now, we’ve taken financial management a step further.

With our brand-new Multiple Bank Account Management feature, you can:

• Add and manage multiple bank accounts within BrokerCentral.

• Assign transactions to the correct account for accurate record-keeping.

• Reconcile faster and generate reports that reflect your multi-account setup.

What This Means for Brokers

No more workarounds. No more juggling spreadsheets. Whether you need to segregate funds for compliance, plan for growth, or simply keep a clearer picture of your finances, BrokerCentral gives you the control to do it all, in one place.

In short: BrokerCentral already streamlines invoicing, reconciliation, introducers, and reporting. Now, with multiple bank accounts, your financial management is more flexible, accurate, and powerful than ever.