Insurance Quotes, Proposals & e-Placement Popular

Getting a winning proposal out to your client has never been quicker or easier.

BrokerCentral revolutionises the insurance quote sourcing and proposal process, eliminating the time-consuming and monotonous tasks, making it hassle-free and efficient.

Book a Demo See Features

Next: Document Production

Flexible Product Configuration

Our Product Builder gives you the tools to sell insurance products that truly fit your business. Customisable and intuitive, it allows you to create from scratch or adapt our library of common products to suit your needs. Effortlessly manage question sets, insurer panels, commission rates, fees, and optional add-ons—all from one flexible and streamlined platform.

Design bespoke fact-find and risk capture question sets tailored to any product line with powerful, easy-to-use tools. Create dynamic question sets with a variety of options, including dropdowns, multi-selects, yes/no responses, and data grids. Group questions into organised sections for a structured and logical flow, and use conditional logic to display questions only for relevant coverage sections or specific insurers. Smart triggers automatically reveal follow-up questions based on previous responses, ensuring precision and clarity throughout the process.

Customise your product lines with flexible coverage options to suit client needs. Designate coverage sections as either compulsory or optional, providing greater adaptability. Automatically include or exclude optional coverage based on client preferences or risk details for seamless configuration. Create detailed sub-sections with individual premiums and commission rates, allowing precise control over your product offerings.

Effortlessly generate compliant demands and needs statements aligned with regulatory standards. Predefined templates linked to selected coverages ensure accuracy and efficiency, while the option to customise system wordings or create your own on a per-product basis provides ultimate flexibility.

Pre-configure common limits, sums insured, and excesses at the product or insurer level, saving time and ensuring consistency throughout the proposal process.

Save time and ensure consistency by adding reusable documents to each product or insurer, automatically including policy wordings, compliance documents, and marketing materials when issuing proposals.

Streamline your workflow by adding a list of insurers for each product and setting default commission rates and fees, reducing the need for repetitive data entry.

Define automated rules aligned with insurer risk appetites, ensuring that negative client responses to specific questions automatically exclude unsuitable insurers, saving your team valuable time.

Automated RFQs

Streamline your quoting process with BrokerCentral’s Automated Request For Quotes (RFQs). Generate professional presentation documents automatically and send them via email directly from the platform. Keep track of which quotes have been received and easily identify who needs to be followed up, ensuring no opportunity is missed. Simplify your workflow and stay in control with BrokerCentral.

Ensure every RFQ is precisely targeted for better insurer engagement by automatically removing irrelevant client or risk details for each specific insurer, delivering only the most relevant information. Add customised content tailored to individual insurers, improving clarity and increasing the likelihood of competitive responses.

Deliver polished, professional documents that stand out by automatically adjusting content to align with specific client or insurer requirements for a personalised touch. Seamlessly incorporate your company’s branding to ensure consistency and professionalism across all your presentation materials.

Stay on top of your insurer communications with ease by tracking when emails are opened and links are clicked, providing actionable insights into client engagement. Leverage detailed tracking data to prioritise follow-ups and ensure no opportunities are missed.

BrokerCentral streamlines your workflow by reformatting risk capture data to align with the specific requirements of each insurer portal. With just a click of a button, data is automatically transferred into the correct insurer portal form fields, eliminating the need for manual rekeying and saving you valuable time. Say goodbye to tedious data entry and let BrokerCentral handle it all effortlessly.

Placement and Marketing Strategy

Optimise your placement process with BrokerCentral’s Placement and Marketing Strategy tools. Configure preferred markets for streamlined quoting, create automated rules based on client responses to exclude unsuitable insurers, and re-order the layout of available market options to suit your strategy. BrokerCentral gives you the flexibility and control to tailor placements to your clients’ needs with ease.

Set your preferred market on a per-product basis with ease, using a simple drag-and-drop interface to reorder priorities. Provide your team with clear guidance on who to approach for a quote, ensuring alignment with the specific products required by the client.

Automatically identify and display unsuitable insurers based on their specific risk appetites, triggered by responses captured in the fact-find forms. This ensures your team only engages with relevant markets, saving time and effort.

Unlock new opportunities with intelligent product suggestions based on marketing data within BrokerCentral. Discover products from insurers you already have an agency with, including those you might not have realised align with your clients' needs.

Quote Mixing Deck

BrokerCentral’s Quote Mixing Deck offers a single, dynamic view of all quotes received from your chosen panel of insurers, making it easy to compare prices and levels of cover across multiple options. You can seamlessly quote for multiple product lines while saving time with BrokerCentral’s AI-powered quote extraction tools, eliminating the need for rekeying. The system also helps you find the perfect fit for your clients by automatically identifying the best options based on pre-set criteria such as price, excess, or level of coverage. With the Quote Mixing Deck, you can streamline your quoting process and deliver tailored solutions with confidence.

Effortlessly extract key details from schedules or quote documents with our intuitive drag-and-drop feature. Simply drop your document into the system, and our automation tools will extract premiums, fees, excesses, limits, and endorsements. Endorsements are summarised in plain English, ready to be presented to your clients for review. Provide outstanding customer service and educate your clients—all without the extra effort.

Effortlessly compare quotes with a clear grid view, showcasing limits, excesses, and prices from your panel of insurers. Quickly identify the best options for your client, ensuring informed and confident decisions.

Automatically identify the best options for your client with preset quick selections tailored to their needs. Choose from criteria such as best price, best value, lowest excess, or maximum coverage, ensuring an optimised solution every time.

Include products with subsections, each featuring its own premiums, fees, and commission structures. This flexibility enables you to offer combined coverage with a single insurer or split coverage between multiple insurers, ensuring the best value for your clients.

Client Proposals

With BrokerCentral, creating professional client proposals and insurance reports is effortless. Design stunning, fully branded PDF proposals tailored to your brokerage, complete with quote comparisons and renewal reports. Enhance client offerings by cross-selling complementary products and include key details like statements of fact automatically. Automated demands and needs statements ensure your proposals meet regulatory standards while saving you time. BrokerCentral makes producing polished, comprehensive client proposals a seamless part of your workflow.

Streamline your workflow by managing all your client’s insurance product needs within a single proposal process. Effortlessly switch between product lines to find the best combined coverage options, ensuring a seamless and efficient experience for both you and your client.

With BrokerCentral's cutting-edge risk capture forms, you'll experience unparalleled efficiency. Dynamic forms adapt based on the type of cover and panel of insurers chosen. Only relevant questions specifically asked by insurers are asked and any duplicates are removed. Say goodbye to redundant questions and streamline your workflow by completing just one form.

Stay compliant effortlessly by presenting a tailored statement of demands and needs to your clients. Automatically generated based on the selected products and sections, this feature ensures you meet regulatory requirements without extra effort.

Boost sales with automatic suggestions for complementary products tailored to your clients' needs. Powered by dynamic logic, this feature identifies opportunities for cross-selling, enhancing client value with minimal effort.

Deliver stunning branded proposal documents with ease, using custom templates tailored to your needs. Automatically include comprehensive product information, side-by-side comparisons, and detailed reviews to showcase exceptional broker service. Impress your clients with professionalism and clarity—all fully automated.