BrokerCentral Overview

BrokerCentral is a comprehensive Insurance Agency Software designed to streamline and optimize the operations of insurance brokers and agencies. It offers a robust platform for managing client relationships, policy administration, claims processing, and financial transactions, ensuring that insurance professionals can deliver exceptional service efficiently and effectively. BrokerCentral features an intuitive dashboard that provides real-time visibility into client portfolios, policy statuses, and sales performance, allowing brokers to monitor their business activities with ease. The software includes advanced tools for client relationship management (CRM), enabling insurance agencies to maintain detailed client profiles, track interactions, and manage communications seamlessly, fostering strong client relationships and enhancing customer satisfaction. Additionally, BrokerCentral supports policy administration, allowing brokers to create, modify, renew, and cancel insurance policies with ease, ensuring accurate and timely policy management. Comprehensive claims processing features enable efficient handling of claims, from initial reporting and documentation to assessment and resolution, reducing processing times and improving client experiences. The software also includes robust financial management tools, allowing agencies to manage billing, invoicing, commissions, and accounting processes seamlessly, ensuring financial accuracy and compliance with industry regulations. Comprehensive reporting and analytics provide valuable insights into sales performance, client retention, and operational efficiency, helping insurance agencies make informed decisions and optimize their business strategies. Integration with popular insurance carriers, payment gateways, and regulatory compliance tools ensures seamless data flow and enhances overall operational workflows. With its powerful functionality and user-friendly design, BrokerCentral is the ideal solution for insurance brokers and agencies seeking to improve their agency management processes, enhance client service, and drive business growth through effective and efficient insurance agency technology.

Read More

Contact Details

  • Vendor Name Nuworks
  • Founded
  • Location United Kingdom

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Insurance

You May Also Like

Insly

Insly

Contact Vendor

Applied Epic

Applied Epic

Contact Vendor

Guidewire

Guidewire

Contact Vendor

BrokerCentral Features

  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking
  • Arrow Icon Referral Tracking
  • Arrow Icon Mobile Access
  • Arrow Icon Lead Qualification
  • Arrow Icon Contact Database
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Territory Management
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Customizable Fields
  • Arrow Icon Calendar/Reminder System
  • Arrow Icon Marketing Automation
  • Arrow Icon Task Management
  • Arrow Icon Interaction Tracking
  • Arrow Icon Social Media Integration
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Capture
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Email Management
  • Arrow Icon Lead Generation
  • Arrow Icon Workflow Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Internal Chat Integration
  • Arrow Icon Segmentation
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Document Storage
  • Arrow Icon Lead Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Data Import/Export

BrokerCentral Pricing

Pricing Type

  • Pricing Type Per User

Preferred Currency

  • GBP (£) GBP (£)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • Monthly Subscription Monthly Subscription

Plans & Packages

Basic

$95 Per User

BrokerCentral FAQs

BrokerCentral is a comprehensive Insurance Agency Software designed to streamline and optimize the operations of insurance brokers and agencies. It offers a robust platform for managing client relationships, policy administration, claims processing, and financial transactions, ensuring that insurance professionals can deliver exceptional service efficiently and effectively. BrokerCentral features an intuitive dashboard that provides real-time visibility into client portfolios, policy statuses, and sales performance, allowing brokers to monitor their business activities with ease. The software includes advanced tools for client relationship management (CRM), enabling insurance agencies to maintain detailed client profiles, track interactions, and manage communications seamlessly, fostering strong client relationships and enhancing customer satisfaction. Additionally, BrokerCentral supports policy administration, allowing brokers to create, modify, renew, and cancel insurance policies with ease, ensuring accurate and timely policy management. Comprehensive claims processing features enable efficient handling of claims, from initial reporting and documentation to assessment and resolution, reducing processing times and improving client experiences. The software also includes robust financial management tools, allowing agencies to manage billing, invoicing, commissions, and accounting processes seamlessly, ensuring financial accuracy and compliance with industry regulations. Comprehensive reporting and analytics provide valuable insights into sales performance, client retention, and operational efficiency, helping insurance agencies make informed decisions and optimize their business strategies. Integration with popular insurance carriers, payment gateways, and regulatory compliance tools ensures seamless data flow and enhances overall operational workflows. With its powerful functionality and user-friendly design, BrokerCentral is the ideal solution for insurance brokers and agencies seeking to improve their agency management processes, enhance client service, and drive business growth through effective and efficient insurance agency technology.

  • No, BrokerCentral does not offer a free version.

  • Yes, BrokerCentral offers a free trial.

  • No, Credit Card details are not required for the BrokerCentral trial.

  • BrokerCentral offers the following pricing plans & packages:

    Basic

    $95 Per User

  • BrokerCentral supports the following payment frequencies:

    • Monthly Subscription

  • No, BrokerCentral does not offer an API.

  • BrokerCentral offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • BrokerCentral offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • BrokerCentral supports the following languages:
    • English

  • Following are the typical users of the BrokerCentral:
    • Self-Employed , Small-Business , Midsize-Business

  • BrokerCentral supports the following deployment:
    • Cloud Hosted

  • BrokerCentral supports the following devices and operating systems:
    • Web-Based