Insurance Sales CRM Software Core
One central place to manage your clients
BrokerCentral provides an Industry-leading CRM to keep track of all of your clients and their unique insurance needs. Packed full of time saving and customer winning features, you can finally work smarter, not harder.
Next: Insurance Quotes, Proposals & e-PlacementSales Pipeline
Our Sales Pipeline empowers you to effortlessly manage new leads, renewals, and the progress of all ongoing work within your organisation. Prioritised automatically for seamless navigation, it keeps everything in the right place. Easily track the status of received quotes for active tasks—all from a single, streamlined pipeline view.
BrokerCentral takes the guesswork out of managing renewals and new business. Your workload is organised into the correct sections automatically, and prioritised for your convenience. Urgent items are always displayed at the top, with overdue or soon-to-be-due cases clearly highlighted in red for quick identification. What’s more, BrokerCentral displays the total deal values for all cases within each status column, giving you an instant overview of your pipeline's potential. Stay on top of your workload and maximise your opportunities effortlessly!
Easily stay on top of your team's activities with BrokerCentral's flexible pipeline filters. You can narrow down the view to focus on the workload of individual case handlers, giving you a clear picture of who's handling what. Need to dig deeper? Use the intuitive text search to quickly locate specific cases or filter the pipeline by business type—whether it’s new business, renewals, or MTAs. With these tools at your fingertips, managing and balancing your team's workload has never been easier!
Save time and stay informed with BrokerCentral's Quick Glance feature. At a glance, brokers can instantly see which insurers they’re waiting on for quotes and identify all policies a renewing client is due to renew. This means no more toggling between screens or searching for information—everything you need is right where you need it, within your workflow. With quick access to this key information, you can focus on moving cases forward and providing a seamless experience for your clients.
Client File
The Client File in BrokerCentral is the ultimate hub for all client-related information. It’s designed to be a centralised, feature-packed base where your entire team can collaborate seamlessly and deliver exceptional service. With integrated communication tools, task tracking, and a full audit trail, your team can manage client interactions, policies, quotes, invoices and assets with ease.
Get the full picture of your client's journey with BrokerCentral's Client Timeline. This interactive timeline presents all key activities in date order, including: Notes, Emails, Documents, Claims, Payments, Text Messages and Key Events.
Quickly preview and interact with emails, documents, and notes without leaving the timeline, making it easier than ever to access the information you need. Whether you're catching up on recent activity or diving into historical details, this single-view interface eliminates the hassle of searching through multiple screens.
With the Client Timeline, anyone viewing the client record can get up to speed instantly, ensuring seamless communication and informed decision-making across your team.
Quickly preview and interact with emails, documents, and notes without leaving the timeline, making it easier than ever to access the information you need. Whether you're catching up on recent activity or diving into historical details, this single-view interface eliminates the hassle of searching through multiple screens.
With the Client Timeline, anyone viewing the client record can get up to speed instantly, ensuring seamless communication and informed decision-making across your team.
Keep your client records clear and collaborative with BrokerCentral's Client Notes feature. Any user can quickly add internal notes to a client’s file, making it simple to document important details or updates.
Pinning Notes: Highlight critical information by pinning notes to the top of the timeline, ensuring full visibility for anyone reviewing the client file.
Tagging Team Members: Use the @ symbol to tag colleagues directly within a note, enabling fast and effective collaboration across your team.
With Client Notes, staying informed and working together has never been easier. It’s the perfect tool for ensuring everyone is aligned and nothing gets overlooked.
Pinning Notes: Highlight critical information by pinning notes to the top of the timeline, ensuring full visibility for anyone reviewing the client file.
Tagging Team Members: Use the @ symbol to tag colleagues directly within a note, enabling fast and effective collaboration across your team.
With Client Notes, staying informed and working together has never been easier. It’s the perfect tool for ensuring everyone is aligned and nothing gets overlooked.
Send emails directly to clients and their associated contacts from within BrokerCentral, streamlining your communication process. Thanks to our mail provider integration, any emails sent via the platform will appear in the sent folder of your chosen email provider, keeping everything perfectly in sync.
Email Templates: Save time with pre-built templates tailored to your needs.
Tracking: Monitor email deliverability and track when your emails are opened, all within the client file.
Automatic Email Import: With Microsoft 365 integration, any emails received from the client are automatically imported into their file, ensuring you never lose track of important messages.
Stay organised, save time, and keep all client communications in one easily accessible place.
Email Templates: Save time with pre-built templates tailored to your needs.
Tracking: Monitor email deliverability and track when your emails are opened, all within the client file.
Automatic Email Import: With Microsoft 365 integration, any emails received from the client are automatically imported into their file, ensuring you never lose track of important messages.
Stay organised, save time, and keep all client communications in one easily accessible place.
Did you know that SMS has an impressive 98% open rate and a 45% response rate, compared to email’s 20% and 6%? With BrokerCentral's integrated SMS capabilities, you can send time-critical messages, such as renewal reminders, directly to your client’s phone—ensuring they see it right away.
Professional Branding: Use your business name as the sender, creating a polished and trustworthy impression.
Instant Delivery: Perfect for urgent updates or reminders that demand immediate attention.
Take advantage of the power of SMS to enhance your communication and keep your clients informed when it matters most.
Professional Branding: Use your business name as the sender, creating a polished and trustworthy impression.
Instant Delivery: Perfect for urgent updates or reminders that demand immediate attention.
Take advantage of the power of SMS to enhance your communication and keep your clients informed when it matters most.
In a heavily regulated industry, staying compliant means keeping track of every client interaction. BrokerCentral's automated audit log does the hard work for you by capturing every key event - automatically and in real time.
Full Visibility: Easily review a complete history of all interactions and actions related to your clients.
Regulatory Compliance: Ensure you're meeting industry requirements with detailed, accurate records.
Custom Reporting: Generate reports on specific events or time periods, giving you the insights you need at the click of a button.
With BrokerCentral, you’ll always have a clear and reliable record, making compliance and oversight simple and stress-free.
Full Visibility: Easily review a complete history of all interactions and actions related to your clients.
Regulatory Compliance: Ensure you're meeting industry requirements with detailed, accurate records.
Custom Reporting: Generate reports on specific events or time periods, giving you the insights you need at the click of a button.
With BrokerCentral, you’ll always have a clear and reliable record, making compliance and oversight simple and stress-free.
Identify links between businesses, transactions and contacts. BrokerCentral simplifies tracking contacts with links to multiple businesses/transactions. By automatically linking transactions and contacts, you get a clearer and more comprehensive view of each client's impact. Gain valuable insights for informed decisions and stronger relationships.
Lead Management
Effortlessly manage your new business opportunities and assign them to your team. BrokerCentral ensures that no opportunity slips through the cracks and no one is left with too much (or too little) to do. With seamless tracking and intelligent allocation, seize every chance for success and foster a thriving work environment for your team.
Streamline your sales process with Automated Lead Routing in BrokerCentral. Effortlessly distribute leads to your team using custom workflows tailored to your business needs.
Flexible Distribution Options: Choose from round-robin assignments, first-come-first-served allocation, or pool distribution to match your team's workflow.
Performance Analytics: Track turnaround times for leads and identify bottlenecks to optimise efficiency.
Seamless Integration: Connect BrokerCentral to your existing website forms using our API. Automatically create leads as soon as a form is submitted, ensuring no opportunity is missed.
With BrokerCentral, managing leads is simple, automated, and effective—helping your team focus on closing deals faster.
Flexible Distribution Options: Choose from round-robin assignments, first-come-first-served allocation, or pool distribution to match your team's workflow.
Performance Analytics: Track turnaround times for leads and identify bottlenecks to optimise efficiency.
Seamless Integration: Connect BrokerCentral to your existing website forms using our API. Automatically create leads as soon as a form is submitted, ensuring no opportunity is missed.
With BrokerCentral, managing leads is simple, automated, and effective—helping your team focus on closing deals faster.
Seamlessly connect your marketing website with BrokerCentral to streamline lead capture and client onboarding. Choose the integration option that suits your needs:
White-Labelled Form Snippet: Quickly embed our pre-designed, branded form onto your website for a professional and consistent look.
Custom Form with API Integration: Build your own form and integrate it with BrokerCentral using our powerful API, giving you full control over the design and functionality.
Bringing your front-end marketing efforts together with your back-end systems has never been easier, ensuring a smooth, efficient experience for both your team and your clients.
White-Labelled Form Snippet: Quickly embed our pre-designed, branded form onto your website for a professional and consistent look.
Custom Form with API Integration: Build your own form and integrate it with BrokerCentral using our powerful API, giving you full control over the design and functionality.
Bringing your front-end marketing efforts together with your back-end systems has never been easier, ensuring a smooth, efficient experience for both your team and your clients.
Maximise the potential of your introducer network with BrokerCentral's Introducer Management Tools. Designed to simplify and optimise your operations, these tools provide everything you need to streamline introducer relationships and drive growth.
Centralised Management: Organise, categorise, and communicate with your introducers effortlessly. Access key details, performance metrics, and introduced clients from one intuitive dashboard.
Real-Time Transaction Tracking: Monitor introducer transactions with ease, gaining insights that help you make informed decisions and improve efficiency.
Simplified Payments: Generate accurate statements and remittances in just a few clicks, ensuring smooth, transparent payment processes.
Identify Top Performers: Use performance metrics to spotlight and reward high-performing introducers, fostering strong, productive partnerships.
Data-Driven Insights: Analyse trends and uncover new opportunities within your introducer network, empowering strategic growth.
With BrokerCentral’s Introducer Management Tools, you’ll save time, enhance collaboration, and unlock new avenues for profitability—all while maintaining full visibility of your network. Revolutionise how you manage your introducers and stay ahead in today’s competitive market.
Centralised Management: Organise, categorise, and communicate with your introducers effortlessly. Access key details, performance metrics, and introduced clients from one intuitive dashboard.
Real-Time Transaction Tracking: Monitor introducer transactions with ease, gaining insights that help you make informed decisions and improve efficiency.
Simplified Payments: Generate accurate statements and remittances in just a few clicks, ensuring smooth, transparent payment processes.
Identify Top Performers: Use performance metrics to spotlight and reward high-performing introducers, fostering strong, productive partnerships.
Data-Driven Insights: Analyse trends and uncover new opportunities within your introducer network, empowering strategic growth.
With BrokerCentral’s Introducer Management Tools, you’ll save time, enhance collaboration, and unlock new avenues for profitability—all while maintaining full visibility of your network. Revolutionise how you manage your introducers and stay ahead in today’s competitive market.
Design and manage effective marketing campaigns with BrokerCentral. Create lead distribution workflows and track campaign performance with attributes for cold calling, website PPC, social media, and other marketing efforts. Streamline your outreach and maximise the impact of your marketing initiatives.
Client Asset Management
BrokerCentral makes it simple to manage all your clients' key assets in one place. Whether it’s properties, vehicles, drivers, or beneficiaries, everything is at your fingertips. Quickly access and update this essential information while working on proposals, eliminating the need for repetitive data entry. BrokerCentral streamlines your workflow, saving time and ensuring all the details you need are easily accessible for maximum efficiency.
Simplify property portfolio management with powerful tools designed to streamline your workflow. Quickly find and verify property details using integrated address lookups, and capture detailed imagery through Google Maps and Street View to provide underwriters with valuable visual context. Easily upload multiple property addresses in seconds with drag-and-drop Excel or CSV files, ideal for landlords managing extensive portfolios. Stay on top of active policies with a comprehensive asset manager, ensuring no gaps in coverage for your clients.
Streamline vehicle management with features designed for speed and precision. Instantly retrieve detailed vehicle data using integrated DVLA lookups, and handle large fleets effortlessly with bulk upload capabilities—simply drop an Excel or CSV file to streamline data entry. Stay organised with active policy tracking, ensuring every vehicle is covered and insurance management remains comprehensive and hassle-free.
Teams & Permissions
BrokerCentral offers unparalleled flexibility in managing your organisation’s structure with Teams & Permissions. Easily define teams and departments, assign granular permissions, and tailor access levels to suit your needs. Users can belong to multiple teams, and you can assign multiple managers for seamless oversight.
Configure your company’s structure effortlessly with BrokerCentral. Set up teams, departments, and branches with unlimited flexibility, and assign permissions to each group to ensure secure and streamlined operations across your organisation.
Take control of access with BrokerCentral’s granular permissions. Assign specific roles and permissions to users, teams, or departments, ensuring each individual has access only to the data and features they need. This enhances security and streamlines operations across your organisation.
Empower team managers with comprehensive dashboards and reports in BrokerCentral. Monitor team performance, workload distribution, and key metrics in real-time. Gain actionable insights to optimise productivity and ensure tasks and goals are consistently met.
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