Insurance Policy Administration System Core

Policy Management, simplified.

All of your clients policies in one place. Manage Renewals, MTAs and Cancellations with ease

Next: Insurance Accounts & Invoicing System

Policy Administration

Simplify policy management with BrokerCentral’s Policy Administration tools. From creating and updating policies to handling renewals, mid-term adjustments, and cancellations, everything is managed seamlessly in one place. Effortlessly track policy details, generate documents, and ensure compliance with automated workflows, all while maintaining full visibility of your client’s insurance portfolio. BrokerCentral makes policy administration efficient, accurate, and stress-free.

Gain a clear, chronological view of a policy's entire history with BrokerCentral's Policy Timeline. Track key events, updates, and milestones, including renewals, endorsements, claims, and communications, all in one easy-to-navigate interface. Stay organised and informed with a visual record of every step in the policy lifecycle.

Streamline document management with BrokerCentral's advanced issuance tools. Effortlessly re-issue selected documents and send them as email attachments through an automated process, complete with personalised cover letters. Pin key documents for prominent visibility within the policy file, ensuring quick access to crucial information. Benefit from automated document categorisation on upload and a simple drag-and-drop interface that makes adding new files intuitive and efficient.

Effortlessly manage policy changes with BrokerCentral's streamlined MTA functionality. Quickly process adjustments such as changes to coverage, premiums, or client details, ensuring accurate documentation and billing. Automated workflows guide you through each step, keeping policies up-to-date while maintaining compliance and enhancing client satisfaction.

Simplify the policy cancellation process with BrokerCentral's intuitive tools. Effortlessly manage cancellations, calculate pro-rata refunds or fees, and generate all necessary documentation automatically. Ensure accurate record-keeping and seamless communication with clients while maintaining compliance.

Renewals

Streamline your renewal process with BrokerCentral’s powerful tools. Automatically identify upcoming renewals and move them into the pipeline at the right time, ensuring nothing is missed. Quickly access renewal reports, compare quotes, and generate tailored renewal proposals with ease. With features like automated reminders and prioritisation of urgent cases, BrokerCentral helps you deliver a smooth and efficient renewal experience for your clients.

Stay ahead of upcoming policy renewals with BrokerCentral's comprehensive Renewals List. View all policies nearing their renewal date in a clear, organised format, prioritised by urgency. Easily track progress, send reminders, and manage renewals efficiently to maintain client retention and streamline your workflow.

Save time and reduce errors with data automatically carried over from last year’s policy, eliminating the need for re-keying and ensuring a smoother renewal process.

Streamline your workflow by renewing multiple policies for the same client within a single proposal. Easily combine data from various policies, present consolidated options, and manage renewals efficiently, saving time for both you and your clients.

Effortlessly compare last year’s coverage and premiums with this year’s, providing clear insights to help clients make informed decisions. Highlight changes and demonstrate value with BrokerCentral’s built-in comparative stats.

Claims Management

Effortlessly manage claims with BrokerCentral’s Claims Management tools. Track every stage of the claims process with a clear, visual dashboard that provides full oversight of progress and key details. Assign claims to dedicated handlers, update statuses, and communicate with clients and insurers directly within the platform. With automated workflows, document storage, and a robust audit trail, BrokerCentral ensures claims are handled efficiently, transparently, and with the highest level of service for your clients.

Stay on top of every claim with BrokerCentral’s intuitive Claims Tracking Dashboard. Monitor progress in real time with a clear, visual overview of all claims, their statuses, and key milestones. Easily assign handlers, update details, and ensure efficient management to deliver exceptional service to your clients.

Provide proactive service with automated email updates sent at key claim milestones. Keep clients informed and stakeholders in the loop, ensuring a seamless and transparent claims process while enhancing client satisfaction.

Maintain complete transparency with BrokerCentral’s Claim Audit Log. Track every action, update, and communication associated with a claim in a detailed, chronological record. Ensure accuracy, compliance, and accountability with an easily accessible log for every claim.

Effortlessly manage claim-related documents with BrokerCentral's intuitive tools. Upload files using a simple drag-and-drop interface, automatically categorise them for easy organisation, and keep all claim documentation securely stored in one central location. Ensure quick access and efficient handling throughout the claims process.