Email Management & Template Engine Advanced

Always know what to say

Email can be controlled directly within the platform. Control the messaging your clients and suppliers see from defined, customisable templates

Book a Demo See Features

Next: Insurance Policy Administration System

Integrated Email

Email is the lifeblood of business, and BrokerCentral keeps it seamless. Send and receive emails directly within the platform, eliminating the need to switch between tools. Speed up your processes with customisable email templates, ensuring efficiency and professionalism every time.

Seamlessly integrate with Microsoft 365 to keep your communication synchronised. All emails sent from BrokerCentral appear in Microsoft Outlook, and incoming emails are automatically saved to the relevant client file for effortless organisation and a unified workflow. Plus, simply drag and drop emails directly from Outlook into any client window, and watch as email content and attachments are instantly uploaded to the client file.

Streamline communication with a pre-set library of common email templates, fully editable to suit your needs. Create custom templates with ease and utilise replaceable tags to dynamically insert client, policy, and proposal data, ensuring consistency and efficiency in every message.

Empower your entire team to showcase your brand seamlessly in their email signatures. With Global Signatures, you can effortlessly ensure consistency and professionalism. Whether it's highlighting the latest company news or sharing key updates, this feature lets you set up a signature template, add personalisation tags, and hey presto! Watch as your team's email signatures get a synchronised makeover, all at the click of a button.

Stay informed with real-time email tracking. Monitor when emails are opened and links are clicked, providing valuable insights into client engagement and helping you prioritise follow-ups effectively.

Keep all client communications and documents seamlessly organised. Automatically sync emails, attachments, and key updates directly to the client file, ensuring everything you need is always in one place for easy access and review.