Document Production Popular

Say goodbye to boring insurance documents

BrokerCentral generates beautiful, customised documents that are built to convert.

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High Impact Design

BrokerCentral's document engine allows you to get creative with your documents! The system offers limitless possibilities for layout, design, and content, allowing you to customise your documents to perfection. Experience the freedom to create stunning and professional documents that leave a lasting impression.

Before BrokerCentral, insurance documents were stuck in a rut—plain, boring, and completely devoid of personality. But not anymore! With BrokerCentral, you have endless possibilities to create documents that not only look amazing but also engage, educate, and inform your clients. Say goodbye to dull paperwork—insurance documents have finally had their much-needed makeover!

Our Document Engine enables personalisation with replaceable [[personalisation tags]]. Simply add a template tag to the content of your documents and let the platform work it's magic!

We have a ready-made catalogue of compliance-checked letter wordings that can be used and tweaked by your team. Stay compliant whilst keeping your client informed.

Our Document Engine enables you to designate sections of editable content that restrict what your team can change. Refine and personalise specific areas of content without compromising the layout and overall message of the documents you share with your clients.

Dynamic Document Library

Say goodbye to repeatedly attaching the same documents to client emails. With BrokerCentral’s Dynamic Document Library, you can create a pre-configured library of documents that attach automatically based on defined logic. For example, effortlessly send a Terms of Business Agreement or policy wording specific to an insurer without lifting a finger. This feature saves time, ensures consistency, and makes managing client communications smoother than ever.

Build a library of common documents that your team can easily select or automatically include in outgoing client communications. Perfect for items like Terms of Business or marketing packs, this feature ensures consistency and efficiency across all interactions.

Organise a library of documents tailored to each product you offer and even specific insurers. Perfect for attaching policy wordings or other relevant materials, this feature eliminates the need to search manually, saving time and ensuring accuracy.

Conditional Logic

BrokerCentral’s Conditional Logic lets you tailor content dynamically based on an unlimited number of conditions. Whether you want to cross-sell products, include client-specific or trade-specific information, or customise content for new business versus renewals, the possibilities are endless. You can even include or exclude entire pages based on your defined criteria. This powerful feature ensures your documents are always relevant, personalised, and perfectly aligned with your client’s needs.

Boost client engagement by including tailored marketing content that promotes additional coverage and services. Leverage dynamic logic to suggest cross-sell options based on client type, existing coverage, or other predefined parameters, maximising value and opportunities effortlessly.

Create tailored documents that adapt seamlessly based on whether the client is a new business customer or a renewal. Automatically include relevant content, such as last year’s details for renewals, ensuring accuracy while maintaining a personal touch for every client interaction.

Effortlessly personalise documents by automatically adding or removing entire sections of content based on custom parameters. This ensures your clients receive only the most relevant and tailored information every time.