Client Focused, Compliant, Instant Documents.
Why do insurance documents have to look so boring? Brokers are required to provide clients with documentation, but often this is a missed marketing opportunity. BrokerCentral software allows you to create documents with all the usual legal bits, but also with added brand awareness, marketing messaging and cross-sells. We work with you to create a highly customised, beautiful document layout that increases the chances of converting your prospect.
High Impact Design
Customer focused documents that your clients will want to read
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.
Personalisation
Highly Personalised content... Automated
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!
Branded
Show the personality of your business
Your insurance brokerage is unique, and your documents should be too. Our design team ensure that every page is meticulously crafted to suit the individuality of your business, giving you full control over the content, look and feel.
Editable Content
Edit and customise content
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.
FCA Compliant
Fully compliant legal wording
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.
Cross Sell
Cross sell with Conditional Logic
Want to sell Cyber with every business policy? Feel like your landlord clients would benefit from emergency cover? Cross-sell automatically using BrokerCentral conditional logic. Whether it's promoting an additional insurance service or linking your clients with trusted partners, cross-selling is made easy within BrokerCentral.
Fully Customisable
No templates, No Limits
Before BrokerCentral came along, the documents churned out by Broker Management Software Systems were stuck in the land of plain and boring, with no leeway to give them your personal touch. Things just got a whole lot better! Now you've got endless possibilities to hook and keep your clients engaged with documents that are not only well-designed but also educate and inform. Insurance documents finally got a much needed makeover!
