Automated Tasks, Reminders & Diary Core

Always know what to do, and when to do it

BrokerCentral provides an automated diary and reminder system to keep you and your team in the loop, ensuring nothing slips through the net.

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Automated Workflow Tasks

Keep your team on track with BrokerCentral’s Automated Workflow Tasks. Tasks are automatically generated based on key trigger points, ensuring everyone knows what to do and when to do it. The intuitive red-amber-green prioritisation system highlights tasks by urgency, so your team can focus on what matters most. With BrokerCentral, staying organised and efficient has never been easier.

Enhance efficiency with system-default tasks designed for standard processes such as chasing client acceptance, issuing documents, and creating invoices. Tasks are automatically prioritised and assigned due dates, ensuring a seamless workflow and timely completion.
Design tailored workflows by creating tasks that are automatically assigned to specific teams based on actions in BrokerCentral. For example, seamlessly hand over to your admin team to complete additional checks as soon as a client accepts a proposal. With BrokerCentral, customising your workflows is effortless and efficient.
Stay focused and efficient with inline task completion. Certain tasks can be handled directly within in-app windows, allowing you to send emails or make selections without leaving your workflow. No interruptions, just seamless productivity.

Team Collaboration

Enhance teamwork with BrokerCentral’s Team Collaboration tools. Easily create internal handover requests between departments and track task completion to ensure nothing falls through the cracks. With shared visibility of the to-do list, all key personnel stay aligned, guaranteeing that your clients receive the highest level of service every time.

Build a library of pre-configured task types tailored to your workflow. Define priority statuses, default titles and descriptions, team routing, and SLAs, giving your team a consistent and efficient way to manage tasks.
Easily assign tasks to the creating user, a specific individual, or an entire team. Customise task routing to align perfectly with your company workflows, ensuring seamless collaboration and accountability.
Streamline communication within your organisation by creating and managing internal requests. Assign tasks, track progress, and ensure that team members collaborate effectively on internal workflows, keeping everything running smoothly.

Diary System

Empower your team to stay organised and manage their workload efficiently with BrokerCentral’s Diary System. Create custom diary reminders that appear directly on team members’ dashboards or are linked to specific clients. This ensures important tasks and deadlines are always visible, helping your team stay on top of their responsibilities and deliver exceptional service.

Empower team managers with full visibility of tasks, workflows, and performance. Monitor progress, reassign tasks, and ensure team efficiency with tools designed to keep everyone on track and aligned with company goals.
Stay adaptable with the ability to create manual tasks for unique or one-off activities. Fully customisable and easy to assign, manual tasks ensure no detail is overlooked, even for non-standard workflows.
Easily link tasks to specific clients, policies, proposals, or claims, providing clear context and ensuring all relevant information is in one place.
Gain complete visibility with a centralised dashboard that provides an at-a-glance overview of tasks, deadlines, and progress. Track key metrics and priorities in real time, ensuring your team stays on top of their workload and meets deadlines efficiently.

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