TESTIMONIALS

Scott Embree, President / CEO - Sears Insurance Limited, Sackville, NB

I was raised on partnerships. Our company needed a comprehensive, efficient approach to business management solutions—cost-effective, leading-edge technology designed to enhance revenue and net income growth. But we didn’t want to be just another “number”. We had a gut feeling that Custom Software Solutions would work with us, listen to us and not leave us in the lurch when we had a problem. We were right. With I-Biz, Intelliquote and The Broker’s Workstation all on board, our team is complete.

Dean Bailey, President, Owner - Rocky Mountain Agencies Co. Ltd. Banff, AB

"We recently required a back end system upgrade and I had to commend the client services member on the support provided us as we upgraded our system. He was professional, thorough and a pleasure to work with. He did all the things that had to be done very promptly and efficiently allowing us to maintain operations during the upgrade. Our experience here only strengthens my opinion that Custom Software and more importantly its employees are the best in the business."

What do our CSR’S love about TBW?

  • Truly a Fully integrated – CRM, Marketing, Rating/Underwriting and Real-time Accounting
  • IBiz for Wawanesa
  • WebConnect – ease of use for all other portals
  • Stressed once again Real-time accounting delivers strong data integrity
  • Compare Button
  • Drag and Drop function of the system provides simple pdf and images import to client file
  • Everyday updates
  • Ease of TBW e-doc’s
  • Simple CSIO download connection
  • Simple to learn due to TBW’s Intuitive Workflow
  • Quoting is unquestionable which provides full confidence
  • Reporting very user friendly
Brenda Miller, CAIB, CIP - C/O Manders Cherewyk Insurance Brokers, Winnipeg, MB

"Hi, I wanted to take the time to let you know that as a TBW user (for 7+ years now) I wanted to give you some positive feedback on the use of your program.
 
My daily life at work involves using TBW exclusively for our agency and I have really appreciated all the advancements you have made in the past several years and these are just some of the ways you have made
my life easier!

  1. Ability to print invoices on the tree
  2. Ease of provincial sales tax billing (once it was mandatory) - allowing for splits on provinces (ie. MB and ON).
  3. One of your "newest first" options - loving this
  4. Improvements to the Activities - folder notes (although not embraced by all of our staff) I really like it!!
     
    and in recent years email integration etc.
     
    I also find your staff most usually to be efficient, knowledgeable and helpful!
     
    Just wanted you to know how much your continued improvements are appreciated and that you haven't implemented a program that is what it is and not adaptable to change etc. When I get to the tradeshows that TBW attends etc. I always want to check out the new enhancements etc and bring the back to our office for discussion. It is really nice to see your company continue to look for ways to improve and meet the needs of your users!
     
    In my opinion over the past 30 years of working in the industry on both the company side and broker side in three Canadian provinces, this is one of the best, if not the best, agency system I have worked on and I am not afraid to tell others my thoughts!
     
    Thank you so much for making my work days enjoyable!
Julio Navarro B.A., C.A.I.B. - Managing Director of Cambrian Special Risks - Sudbury, ON

"I just want to tell you that the Custom Software System we purchase to run our MGA., over 3 years ago has, and is a pleasure to work with. Our staff in conjunction with yours have done an amazing job in customising it to serve our needs. Your staff is a very attentive and a pleasure to work with. We highly recommend this systems to prospective clients, and are more than willing to talk share our experiences with them."

Sue McKay - Programmed Insurance Brokers Inc. Elira, ON

"We have gained efficiencies in both our Commercial and Personal lines divisions by having the Underwriter's Workstation and Intelliquote integrated with the Broker Management System. The capabilities of the system have allowed us to adopt a paperless work environment."

Jeff Hart - Can-Sure Underwriting, Vancouver, BC

"The Underwriter's Workstation has allowed us to functionally shift our organization to focus on our clients. It has streamlined our administrative functions and processes and dramatically improved the efficiencies of our system."

Casandra Haas Stewart - Haas Insurance Group, London, ON

"In order for us to compete in the marketplace today, we have to be more efficient. We needed a system designed for brokers that would ultimately solve the double entry issue. Custom Software provided us with a great system that will grow with us."