Insurance Reporting, Data & MI System Core

Use data to your advantage

Knowledge is power. BrokerCentral comes pre-packaged with a section of tools and dashboards, allowing you to re-gain full visibility of your business and make rapid, data-led decisions.

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Interactive Dashboards

Stay on top of your business performance with BrokerCentral’s Interactive Dashboards. These dynamic, real-time dashboards provide a visual overview of key metrics, from sales performance and client activity to claims and financial data. Drill down into specific areas for deeper insights, customise your view to focus on what matters most, and make data-driven decisions with confidence. BrokerCentral’s interactive dashboards bring your reporting to life, empowering you to act quickly and effectively.

Gain valuable insights into your sales performance with BrokerCentral’s Conversion Rate Chart. Track the percentage of leads or quotes converted into active policies over time, visually highlighting trends and areas for improvement. Empower your team with actionable data to optimise strategies and drive success.

Stay on top of your financial performance with BrokerCentral’s revenue tracking charts. Monitor weekly and monthly revenue trends in a clear, visual format, helping you identify patterns, measure growth, and make data-driven decisions to maximise profitability.

Visualise your income distribution across business descriptions with BrokerCentral’s Target Markets analysis. Identify trends and opportunities, making it easier to assess the potential for bespoke schemes in niche markets, and align your strategies with emerging client needs.

Understand where your business is coming from with BrokerCentral’s Lead Source Split Chart. This visual tool shows the breakdown of income or leads by source, helping you identify the most effective channels and refine your marketing and acquisition strategies.

Standard Reports

BrokerCentral offers a suite of Standard Reports covering key areas like policies, clients, claims, insurers, and staff. Each report is fully customisable with sortable and filterable columns, allowing you to tailor the data to your specific needs. Easily access and analyse the information that matters most to your business, all from an intuitive and user-friendly interface.

Easily access a comprehensive view of all policies with filterable and orderable columns to customise the data to your needs. BrokerCentral's Policies Report enables brokers to produce any type of report quickly, with all data exportable as CSV or Excel for further analysis and sharing.

Get a detailed overview of all clients with filterable and orderable columns, allowing you to customise the data to meet your reporting needs. BrokerCentral's Clients Report provides the flexibility to generate any type of client report, with all information exportable as CSV or Excel for seamless analysis and sharing.

Analyse claims trends with ease using BrokerCentral’s Claims Report. Filter and organise data to identify patterns, track performance, and gain valuable insights. Perfect for exporting and sharing with insurer partners, ensuring transparency and fostering strong collaborations.

Gain valuable insights into your insurer partnerships with BrokerCentral’s Insurers Report. Track policy counts, income, and gross written premium (GWP) across all your insurer partners, helping you identify performance trends and optimise your business relationships.

Monitor your team’s performance with BrokerCentral’s Staff Report. Track workload distribution and income generated by each staff member, providing valuable insights to manage resources effectively and drive team productivity.

Custom Reports

We understand that every business has unique reporting needs. That’s why BrokerCentral offers the flexibility to create Custom Reports tailored to your specific requirements. Design and generate reports that focus on the data most important to your operations, ensuring you always have the insights you need to drive your business forward.

Generate custom bordereaux reports tailored to binder agreements for managed or delegated schemes. BrokerCentral streamlines the reporting process, ensuring accuracy and compliance while providing valuable insights for your scheme management.

Take advantage of tailored views to visualise your data in formats that align perfectly with your business needs. With nearly infinite customisation options, BrokerCentral's Custom Dashboards let you present information in a way that’s clear, actionable, and meaningful for your team.