BrokerEngine

Streamline your processes and ensure important steps are not missed

Settlement Checklist

Introduction to Checklists

This article shows you how to add a new checklist item for discussing life insurance and sending an AIA referral, complete with a tooltip link to the AIA referral website

Adding an AIA Referral Step to Your Checklist

Shelley Maher

Error proof your process with dynamic checklists

Checklists

Introduction to Checklists - Classic UI

Use the BrokerEngine checklist to ensure a smooth transfer

Settlement Checklist & Advice - Classic UI

Learn how to prepare for a bank settlement

Ready For Settlement Checklist

Complete the checklist first and then mark the task complete

Using the Formal Approval Checklist - Classic UI

Provide process guidance for your entire broker group

Customise Checklists

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