This is an exclusive look for our clients at CSSI's current and upcoming projects. You may unsubscribe below to no longer receive these types of email.
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IN THE MEDIA
Insurance People: At the forefront of new digital technology
We are continuously updating and enhancing our product suite. See what's new on our
Direct Rating Projects
CSSI is involved with several direct rating integration projects with our carrier partners. Here's a snapshot of our progress to date:
– completed in BC.
– Habitational is completed and released in BC, AB and ON. Auto is in beta testing.
– under development for Canada with Auto in beta testing.
– under development for Canada. ON Auto set for pilot broker testing this month.
– completed and released to our Canadian markets.
– ON Auto is scheduled for release this month.
What We're Working on at CSSI
We wanted to share with you some of the exciting projects in development at CSSI.
Customer Online Portal
for Insurance Brokerages (pilot underway)
Streamlined IntelliQuote interface
New Claims – integrated claims management system for MGAs with full cycle accounting, batch cheque processing and bordereaux reporting
MGA Broker Interface Portal for rating and issuance
ePayment – full accounting cycle for non-cheque payment types
ePayment direct integration with third-party banking and payment services
Retention Reporting for Brokers – track policy retention using this new report
Retention Reporting enhancements for MGAs
Improved Support – online chat and new knowledge base for TBW/TUW coming next year
Wawanesa Insurance real-time data exchange
SGI Canada real-time data exchange
RESEARCH & DEVELOPMENT
CRM Sales and Marketing tool for lead generation and tracking
Consumer online quote, payment and policy issuance
Consumer self-serve policy change in real time
Sign up for our Online Training
Did you know we offer online training for TBW/TUW to enhance your product knowledge and productivity? View available
to learn more.
Oct. 11-12, 2018
Niagara Falls, ON
Oct 17-18, 2018
Nov. 27, 2018
Are you attending? We'd love to chat!
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