Insurance Accounts & Invoicing System Core

Stay in control of your income and outgoings

Issue invoices, track payments, reconcile accounts and manage cashflow, all within an intuitive platform.

Next: Insurance Reporting, Data & MI System

Invoicing & Payments

Simplify your financial processes with BrokerCentral’s robust invoicing tools. Effortlessly generate, customise, and send invoices for policies or adjustments. Automatically track payments, apply taxes, and manage multi-policy invoicing, ensuring accuracy and efficiency in every transaction.

Stay in control of your finances with BrokerCentral’s intuitive credit control features. Monitor due and overdue invoices through a clear, user-friendly dashboard, and send payment reminder emails directly from the system. Empower your credit control team with a dedicated workspace to efficiently manage invoices and identify policies that haven’t yet been invoiced, ensuring nothing slips through the cracks.

Streamline your billing process with customisable invoice templates. Easily tailor templates to match your branding and include key details such as client information, policy specifics, and payment terms. Ensure consistency and professionalism in every invoice you send.

Keep tabs on all your financial transactions with BrokerCentral’s invoice tracking feature. Monitor the status of invoices in real-time, from issued to paid or overdue, ensuring transparency and control over your billing processes. Stay organised and on top of your financial commitments effortlessly.

Effortlessly match incoming payments to their corresponding invoices with BrokerCentral’s payment reconciliation tools. Automatically track and update payment statuses, ensuring accurate financial records and a clear overview of outstanding balances. Simplify your accounting process and maintain financial accuracy with ease.

Automated payment links via direct integration with Stripe

Insurer Reconciliation

Simplify your financial management with a clear view of all payments due to insurers, including detailed breakdowns of retained commissions and amounts to be paid. Effortlessly manage your client money account with automated remittance notes and the ability to create draft remittances for later processing. BrokerCentral makes insurer reconciliation accurate and hassle-free.

Streamline your insurer reconciliation process with BrokerCentral's Approval Workflow. Add transactions to a draft statement for insurer review and approval. Once confirmed, the statement moves to the approved remittances list, ready for seamless payment processing. This ensures accuracy and efficiency every step of the way.

Easily generate professional remittance advice statements in PDF format, clearly detailing amounts retained as commission and amounts due to the insurer. Ensure transparency and accuracy in your financial communications, simplifying payment processes for all parties.

Ensure accuracy with BrokerCentral's simple commission check interface. Review commission amounts before paying insurers, and make quick adjustments if needed. Stay in control of your financials with ease and confidence.

Introducer Management

Effectively manage your introducers with BrokerCentral’s dedicated tools. Assign introducers to clients, track referral commissions, and monitor performance metrics in one centralised system. Ensure clear oversight and streamline the management of your introducer relationships for maximum efficiency and transparency.

Streamline your introducer relationships with BrokerCentral’s Introducer Manager. Add introducers, track their success rates, and apply tailored commission structures. Easily monitor which clients were referred, ensuring transparency and optimised performance management.

Effortlessly generate and send commission statements to your introducers with BrokerCentral. Automatically calculate commissions based on agreed structures and provide clear, professional statements, saving time and ensuring accuracy in every transaction.

Gain valuable insights into your introducer network with BrokerCentral. Track success rates, revenue generated, and overall performance to easily identify your top-performing introducers. Use this data to strengthen relationships and maximise your business growth.

Financial Reporting

Gain complete clarity over your brokerage’s financial performance with BrokerCentral’s Financial Reporting tools. Access real-time insights into revenue, commissions, and outstanding payments, all presented in easy-to-read dashboards and detailed reports. Generate custom reports to analyse trends, track profitability, and ensure compliance with financial regulations. With BrokerCentral, you’ll have the data you need to make informed decisions and drive your business forward.

Gain instant insights into your financial performance with BrokerCentral's Interactive Finance Dashboard. View headline stats at a glance, including due invoices, commissions, introducer payments, and month-on-month earnings. Stay informed and make data-driven decisions with real-time updates and a clear, user-friendly interface.

Ensure compliance with accurate and transparent client money reporting and management. BrokerCentral simplifies the process, helping you track, reconcile, and maintain clear records of client funds in line with regulatory requirements.

Quickly identify discrepancies between invoiced amounts and policy premium data. With BrokerCentral, align the data effortlessly at the click of a button, ensuring accuracy and maintaining seamless financial records.

Easily create and issue remittance documents for insurers and introducers with BrokerCentral. Streamline the process with automated document generation and direct attachment to inline emails, saving time and ensuring accuracy in every transaction.