Software Automation & Integrations Advanced

Too much typing? Hate it? Automate it.

Speed up your workflows without the need to re-key data. Automations and integrations make it possible.

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Native Integrations

BrokerCentral harnesses the power of established third-party data services like Google, Royal Mail, DVLA, and Companies House, ensuring up-to-date information is readily accessible. Bid farewell to the tedious task of scouring for data—relevant information is now at your fingertips, empowering you to make informed decisions quickly and efficiently.

BrokerCentral offers native integration with Royal Mail's address database, enabling seamless and accurate address validation. This integration ensures that client addresses are verified against the UK's most up-to-date address database, the Postcode Address File (PAF), which is updated daily by Royal Mail's delivery staff.

BrokerCentral integrates with the Driver and Vehicle Licensing Agency (DVLA) to provide real-time vehicle data lookups. This feature allows you to retrieve detailed vehicle information, such as make, model, and registration details, directly from the DVLA's Vehicle Enquiry Service (VES) API. By leveraging this integration, you can streamline processes like policy issuance and claims handling, ensuring accurate and up-to-date vehicle data is readily available.

BrokerCentral integrates with Companies House, the UK's official register of companies, to provide real-time access to company information. This integration allows you to retrieve up-to-date details about registered companies, including company status, registered office address, and directors.

BrokerCentral integrates seamlessly with Google Maps and Street View, offering real-time address validation and visual context for properties. Use this feature to verify locations, capture detailed imagery, and enhance risk assessments. This integration improves underwriting accuracy and streamlines client and property management processes.

BrokerCentral integrates seamlessly with Microsoft 365, enabling you to send and receive emails directly within the platform. Automatically sync sent emails to your Outlook account and save incoming emails to the relevant client file. This integration streamlines communication, ensuring all correspondence is organised and accessible without switching between tools.

BrokerCentral integrates with the UK's financial sanctions lists, enabling you to perform real-time searches to ensure compliance with current regulations. This feature allows you to verify clients and partners against the latest sanctions data, helping to mitigate risks and maintain adherence to legal requirements. By incorporating this functionality, BrokerCentral supports your due diligence processes and promotes responsible business practices.

Automation & AI

BrokerCentral harnesses the power of Automation and AI to transform the way you work. Automate repetitive tasks, streamline workflows, and eliminate manual data entry, saving you time and reducing errors. Our AI tools intelligently extract and process data, provide predictive insights, and help identify opportunities for growth. With BrokerCentral, you can work smarter, not harder, and focus on what matters most—delivering exceptional service to your clients.

BrokerCentral leverages advanced AI to automatically classify and organise your documents. Uploaded files are intelligently analysed and categorised based on their content, such as policy documents, claims, invoices, or contracts. This automation eliminates manual sorting, ensures consistency, and makes retrieving critical files faster and more efficient.

Simplify your quoting process with BrokerCentral's AI-powered Quote Extraction. Drop an email or PDF, and watch as key quote data—such as premiums, limits, excesses, and endorsements—is automatically extracted and organised. Save time, reduce errors, and focus on delivering the best options to your clients.

Save time by uploading multiple properties or vehicles using a template Excel file. Ideal for managing portfolios or fleets, this feature streamlines data entry, allowing you to import large datasets quickly and efficiently into BrokerCentral.

Streamline your workflow with BrokerCentral’s Automated Task Management. Tasks are automatically created and assigned based on system triggers, such as proposal acceptance or policy renewals. Stay organised and ensure nothing is missed with intelligent task prioritisation, due dates, and seamless team collaboration.

Simplify your communication with BrokerCentral's Automated Email Templates. Pre-configured templates dynamically pull client, policy, and proposal data, ensuring personalised and professional emails are sent with minimal effort. Save time and maintain consistency across all client interactions.

Eliminate the need for manual data entry with BrokerCentral's AI-powered browser extension. Automatically re-key risk capture and fact-find data from BrokerCentral directly into insurer extranet systems. This innovative feature saves time, reduces errors, and ensures a seamless workflow between platforms.

BrokerCentral API

Unlock endless possibilities with the BrokerCentral API, powered by GraphQL. Seamlessly integrate BrokerCentral with your existing systems and workflows, enabling real-time data exchange and custom functionality. With its flexibility and scalability, the API empowers you to tailor BrokerCentral to fit your unique business needs and drive efficiency across your operations.

Seamlessly connect third-party systems using BrokerCentral's robust API service. Our expert team will work with you to identify the best integration approach, ensuring smooth data flow, reduced manual effort, and enhanced operational efficiency.

Enhance your online presence with BrokerCentral’s website integration options. Use our pre-built web forms for quick lead onboarding or collaborate with our team to create a fully customised, end-to-end quote-and-buy experience tailored to your clients' needs.