Introducing Microsoft 365 Email Integration
We are thrilled to announce a significant enhancement to your BrokerCentral experience with our latest update – direct integration with Microsoft 365 Mail. This integration is designed to streamline your workflow, improve efficiency, and ensure a seamless connection between BrokerCentral and your email communication.
Here are the key features of our latest update:
Direct Integration with Microsoft 365: BrokerCentral now seamlessly integrates with Microsoft 365, providing you with a direct link between your BrokerCentral platform and your Microsoft 365 Mail account.
Real-time Email Sync: Experience unparalleled convenience with the ability to create emails directly from BrokerCentral. Instantly view your composed emails in your Microsoft 365 outbox, eliminating the need to switch between platforms.
Automatic Email Import: Bid farewell to manual data entry! Our new integration automatically imports client emails directly from your Microsoft 365 mailbox into the corresponding BrokerCentral client files. This feature ensures that your client communication history is complete and up-to-date.
Enhanced Backup and Redundancy: We understand the critical nature of client communications, and with this update, we've implemented enhanced backup and redundancy measures. Your important client emails are safeguarded with improved reliability and redundancy, giving you peace of mind.
Compliance Assurance: Rest assured that BrokerCentral's integration with Microsoft 365 adheres to industry compliance standards. We prioritise the security and privacy of your data, ensuring that our integration meets the highest standards of compliance.
With these advancements, BrokerCentral continues to be your trusted partner in managing client relationships and improving operational efficiency. We believe that this integration will empower you to work more seamlessly and effectively, ultimately enhancing your overall experience with BrokerCentral.
To take advantage of this exciting update, simply log in to your BrokerCentral account and explore the new features now available.