THE BROKER'S WORKSTATION

The Broker's Workstation

 

CSSI’s The Broker’s Workstation Integrated Management System is a true fully integrated SEMCI solution suitable for Insurance Brokers across Canada.

Custom Software’s The Broker’s Workstation, also known as TBW, is a fully integrated suite of automation tools designed to support the operations of property and casualty insurance brokers and agents.

TBW integrates the following components within one system, allowing the broker to maximize efficiencies:

  • IntelliQuote is a rating, quoting, and underwriting system with an optional, fully integrated RCT from Marshall and Swift/Boeckh.

  • The Broker Management Accounting module provides all necessary accounting tools to manage a brokerage, and is tightly integrated with all other modules and functions.

  • The IntelliQuote Broker Commercial module supports proposal creation, referral rating, and rateable commercial with CSIO quote and application sheets built in. A self-issuance module is also available for brokers requiring this feature.

  • A full suite of Insurance Company integration tools using our I-Biz and WebConnect features, as well as CSIO upload and download, is available.

  • The IntelliQuote Broker Commercial module supports proposal creation, referral rating, and rateable commercial with CSIO quote and application sheets built in. A self-issuance module is also available for brokers requiring this feature.

  • The Customer Relationship Management tool provides Client Folder details and management, easy attachment of all file types to client files (MS Word, MS Excel, PDF, JPG, etc.), fully integrated word processing, fully integrated email, Abeyances and Activities, scanning capabilities, Claims reporting and management, and List Folder / Group Folder capabilities.

  • Please refer to our Broker Management System, IntelliQuote, Commercial Lines Management, and The Underwriter’s Workstation pages for detailed information about the functionality of each component.


Each module is available in a standalone product. If you would like to learn more about any of our products and how they can make your business work better for you, contact us for a product demo.