Know what's coming in, and going out with Intelligent Accounts Functionality
Unlock a comprehensive financial overview within your organisation through BrokerCentral's robust suite of features. Seamlessly issue and monitor invoices, while also tracking commission payments and fees. With this integrated solution, you're empowered to confidently navigate the intricate realm of financial operations.
Invoicing
Issue, Chase and Manage invoices
BrokerCentral empowers you to create and issue invoices directly from the platform. Stay on top of payments by sending timely reminders for unpaid invoices. Gain insights into invoice details, including premium breakdowns, IPT, discounts, and fees, providing you with a comprehensive financial overview.
Accounts Dashboard
Client money, retained earnings and payaways. Keep tabs on the cash flow of your business
BrokerCentral offers comprehensive financial insights, enabling you to view projected and realised income for your brokerage effortlessly. Track funds allocated to insurers and accurately gauge earnings. With swift referencing of any time period, maintain an up-to-date snapshot of your brokerage's financial health, facilitating informed decisions.
Insurer Reconciliation
Reconcile statements from insurers against business transactions
Streamline your payment management process by effortlessly cross-referencing insurer statements with financial data housed within BrokerCentral. This ensures accurate and timely payments, leaving no room for oversight or missed transactions.
Referral Management
Manage your introducers and track their payments
Introducer management allows you to effortlessly view projected and realised income generated through your introducers. Track payments, issue statements and assess contribution to earnings. With quick access to historical data, easily see the introducer's impact on your brokerage's financial success.
