Now Supporting Gmail!
BrokerCentral just got even better! You can now connect your Google Mail account in addition to Office 365, making it easier than ever to manage all your emails and communications in one place. Stay organised, save time, and keep everything running smoothly, right from BrokerCentral.
Key Benefits of BrokerCentral's Email Integration
Seamless Email Synchronisation: Connect your Gmail or Office 365 account directly to BrokerCentral. All emails sent from BrokerCentral appear in your email inbox, and incoming emails are automatically saved to the relevant client file for effortless organisation and a unified workflow.
Drag-and-Drop Email Import: Easily import emails from your inbox into BrokerCentral by simply dragging and dropping them into the relevant client window. This feature ensures that all client communications are stored in one place for easy access and review.
Customisable Email Templates: Create and use custom email templates with dynamic tags to personalise messages. This feature saves time and ensures consistency in your communications.
Global Signatures: Maintain brand consistency by setting up global email signatures for your team. This ensures that all outgoing emails reflect your company's professional image.
Email Tracking: Monitor when emails are opened and links are clicked, providing valuable insights into client engagement and helping you prioritise follow-ups effectively.
Client File Sync: Automatically sync emails, attachments, and key updates directly to the client file, ensuring everything you need is always in one place for easy access and review.
Why It Matters
Managing emails can be a challenge for insurance brokers, but BrokerCentral makes it easier. With seamless Gmail and Microsoft 365 integration, time-saving templates, and automatic client file syncing, BrokerCentral streamlines email management, allowing brokers to stay organised and focus on growing their business.
Book a Demo to Learn More
Ready to see how BrokerCentral can transform your email management? Book a demo today and discover the full range of features designed to enhance your brokerage's efficiency and productivity.
Book a demo to find out more!