You want to give your clients the very best service and the most comprehensive quote, but so much time is spent finding markets, filling out proposal forms (on various systems/portals) and putting together documents, that the effort vs reward just doesn't stack up. Sound Familiar? Many brokers are faced with a trade-off between providing top class service and turning a profit. BrokerCentral allows you to regain control of both by removing the inefficiency of manual, repetitive tasks and multiple, disparate systems.
Every part of the platform has been crafted with efficiency in mind. BrokerCentral adapts to the data you provide at each stage of the proposal process. Start by choosing from over 2000 trades and let the platform provide recommendations for the type of cover to offer and where best to place it. The platform dynamically displays only the relevant questions that your selected carriers need to underwrite the risk. Most insurers don't need to know if a Hairdresser works from height, so unlike other broker software platforms, we don't ask!
BrokerCentral combines a powerful e-placement solution with an industry leading Customer Relationship Manager (CRM) and Back-office functionality to provide unrivaled efficiency within your workflows. No more switching between multiple systems to get your work done.
A powerful CRM, back-office, e-placement and document manager. You won't need anything else.
Intelligent, preemptive decision making and automation, saving you time in your day for the more important things.
Provide superior proposals and keep your clients happy. Stand out by going the extra mile, without the extra effort.
Useful data about your clients, insurers and team at your fingertips.
Our cloud-based micro-service architecture means you have nothing to install, update or back up.
A beautiful and logical interface, allowing you to flow naturally between screens. No extensive training required.
When placing commercial risks, insurers tend to ask (mostly) the same questions but in slightly different ways and require submissions in different formats. This presents a problem! You need to fill out several different proposal forms or log into several different portals to get the job done, and this takes time.
BrokerCentral combines all of the questions that your chosen carriers need to know into one dynamic question set. Duplicate questions are filtered out and similar questions are standardised meaning you only have to answer once. If the insurers don't ask, neither does BrokerCentral.
When you submit the form through the BrokerCentral platform, each of your carriers will receive the information that they need in a format that works for them, cutting out the underwriter's requests for additional information and removing the guess work from manual presentations.
You can keep track of progress as a quote request is viewed by an underwriter and sent back with a decision. BrokerCentral maintains the 'human touch' by providing instant message capabilities, allowing you to chat with your underwriter while they have your risk information in front of them, all from within the BrokerCentral software.
Simple SME Risk
BrokerCentral removes the need for repetitive re-keying of data and automates processes such as document production and presentation builds, meaning less switching between different systems and carrier portals. This results in a significant time saving to the broker.
The platform comes ready-mapped with a library of carrier products, representing the wider market. Enter a trade and some basic information to find products, tailored to your client's needs. Discover new products and spend less time searching around.
Provide your client with a truly bespoke proposal from multiple carrier quotes. Send automated quote requests to carriers, directly from BrokerCentral and use our integrated live chat to discuss the case with an underwriter in real time.
Our 'Mixing Deck' technology allows you to easily create truly bespoke options for your client by mixing and combining coverage options from multiple carriers into one packaged solution. Go the extra mile, without the extra effort.
Give your client a tailored 'Proposal Pack' with a mixture of documentation, allowing them to make an informed decision about their insurance options. Our Template engine gives you full control over the look, feel and content of your outgoing documents.
Industry leading CRM platform which integrates into your website and existing workflows. Register your incoming opportunities and nurture leads into paying policy holders. Back-office features to manage accounts, claims and agency TOBAs.
Our technology can automatically link to the Government Financial Sanctions lists and Credit Checks. Full checks can be carried out before a proposal is sent. Proof of search is attached to your client’s record for future audit purposes.
Out of the box, the BrokerCentral platform integrates with third-party services (including Companies House, CreditSafe and Microsoft 365) to enhance your productivity.
Having a secure, paperless file management platform is crucial. Within BrokerCentral, all data and documentation relating to your client, their coverage and all insurer interactions are securely stored and presented in a clear format.
Create custom reports, export relevant data or use our API to stream data from the platform into third-party software. From linking systems together or making critical business decisions, BrokerCentral gives you the power to use data to your advantage.
BrokerCentral can truly transform your brokerage. Rather than us telling you how, why not see for yourself? Click on the button below to see an overview of the platform, or book a demo and one of our team will arrange an in-depth, personalised demonstration with you.