Introducing: New Risk Asset Bulk Upload Feature

New Risk Asset Bulk Upload Feature

We're thrilled to announce our latest time-saving feature update to BrokerCentral that is set to transform how insurance brokers manage their clients' information. Say goodbye to tedious manual data entry and welcome the Bulk Upload feature.

Insurance brokers often deal with clients who have extensive portfolios of properties or fleets of vehicles, which can be a challenge to manage efficiently. With the new Bulk Upload feature, you can now effortlessly upload multiple risk addresses, vehicles, and drivers directly from Excel or CSV spreadsheets, streamlining your workflow and saving you valuable time.

Key Benefits:

  1. Efficiency Redefined: Manual data entry can be time-consuming and error-prone. The Bulk Upload feature empowers you to upload a plethora of data in just a few clicks, significantly reducing the time and effort required to populate your database.

  2. Seamless Integration: The new feature seamlessly integrates with your existing workflow. Whether you're dealing with a landlord's property portfolio or a fleet operator's extensive list of vehicles and drivers, BrokerCentral's Bulk Upload ensures a smooth transition of data.

  3. Accurate and Consistent Data: Manual data entry often leads to discrepancies and errors. The Bulk Upload feature helps maintain data accuracy by directly importing information from your Excel or CSV files, eliminating the risk of typos and inconsistencies.

  4. Time Savings: Time is money, especially in the fast-paced world of insurance broking. By simplifying data input, you can allocate your time to more strategic tasks that drive your business forward.

  5. Scalability: As your client base grows, so does the data you need to manage. The Bulk Upload feature ensures that scaling up doesn't equate to increased administrative burdens. Handle larger portfolios and fleets with ease.

How It Works:

  1. Prepare Your Data: Organise your risk addresses, vehicles, and driver information in an Excel or CSV spreadsheet. Our platform supports commonly used file formats, making it convenient for you to prepare your data. You can also send a template file to your client to complete - saving you even more time.

  2. Select the Bulk Upload Option: Within BrokerCentral, navigate to the Bulk Upload section and select your prepared file. The system will then import and enrich your data automatically.

  3. Enjoy the Benefits: Watch as BrokerCentral efficiently processes your data and updates your records. You can then use the client's Risk Addresses, Vehicles and Drivers for any proposal, without re-keying. You'll be amazed by how much time you save and how much smoother your operations become.

At BrokerCentral, we're committed to providing you with tools that enhance your productivity and elevate your client management experience. The Bulk Upload feature is just the latest step in our journey to empower insurance brokers like you.

Transform your Insurance Business

BrokerCentral makes it easier and quicker for you to place and manage insurance risks. Begin your journey to a more efficient Brokerage today.