
Issue invoices, track payments, reconcile accounts and manage cashflow, all within an intuitive platform.
Next: Insurance Reporting, Data & MI SystemSimplify 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.
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.
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.
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.
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