Articles | BrokerCentral

Document Production with BrokerCentral

Create professional, compliant, and personalised documents effortlessly. BrokerCentral automates the production of letters, agreements, and attachments, ensuring consistency, reducing errors, and saving valuable time. With compliance-ready templates, smart personalisation, and dynamic content, your team can deliver tailored client communications that build trust and support business growth.

Phishing, Passwords & Prevention: Cybersecurity Insights

We spoke with Lewis Hobden, Technical Solutions Lead at BrokerCentral, about the real cyber threats facing insurance brokers today and how to fight back. From phishing scams to supply chain attacks, discover how simple actions and smart systems can make all the difference.

International Day for Universal Access to Information

Today, we celebrate the importance of clear, accessible information, especially in insurance. BrokerCentral helps brokers stay organised, responsive, and transparent, enabling better service, faster decisions, and stronger client relationships.

BrokerCentral Launches Multiple Bank Account Management

BrokerCentral’s new Multiple Bank Account Management lets brokers manage several accounts in one place, assign transactions accurately, reconcile faster, and generate clear multi-account reports. No more spreadsheets or workarounds—financial management is now simpler, more flexible, and fully under your control.

Why Broker Central’s Emails Are a Game-Changer for Insurance Brokers

Managing emails can be a challenge for insurance brokers, but BrokerCentral makes it easier. With seamless Microsoft 365 and Gmail integration, time-saving templates, and automatic client file syncing, BrokerCentral streamlines email management, allowing brokers to stay organised and focus on growing their business.

Why Brokers Are Shifting to Non-Standard Insurance Risks

Brokers are increasingly moving away from low-margin, standard policies as competition from aggregators and direct insurers intensifies. This article explores why non-standard insurance is becoming a key growth area and how modern insurance broker software can help streamline the placement and management of complex risks—making them faster and more profitable to handle.

Boosting Productivity: The Wonders of Dual Monitors Setup

In today's digital age, efficiency and productivity are paramount in both professional and personal realms. One quick, easy and relatively cheap way of getting an instant productivity boost for your brokers is to provide a dual monitor setup.

How UK Insurance Brokers Can Compete Against Consolidators

This blog post outlines strategies for UK insurance brokers to compete against consolidators, emphasising personalised service, local expertise, embracing technology, and forming strategic collaborations. By focusing on specialisation, exceptional customer service, and leveraging digital transformation, independent brokers can successfully differentiate themselves and maintain a competitive edge in the evolving insurance landscape.

Supercharge Your CRM: Unleashing the Power of APIs for Data Enrichment

Unleash the true potential of your CRM with the integration of APIs for data enrichment. Streamline operations, gain real-time insights, and cultivate personalised customer relationships as APIs empower your CRM with accurate and up-to-date information from diverse sources.