Latest WEBroker News

System Quick Start Guide Now Available

We have created a ‘quick start’ guide for new brokers to help them get the most of the WEBroker system as quickly as possible.

The guide covers the following areas of the system:

  • Quoting a policy
  • Processing a policy
  • Looking up a policy
  • Invoices

This quick start guide provides a step-by-step walk-through to help new users get quotes for their customer's, process the policy and produce their client's policy documentation.

It also explains how to find a customer's policy and add notes or make changes to the policy if necessary.

Finally the guide shows new users where to find their company invoices so that you can have access to them at any time.

We hope you find it useful either as a new broker or to keep in the office as a handy refresher for using the system.

A copy of the Quick Start guide can be downloaded here, or you can call the office on 01483 562 662 to have the guide emailed to you.