BROKER MANAGEMENT SYSTEM

CSSI’s Broker Management System includes user-friendly modules integrated with the policy entry and management system. This enables Brokers to focus on insurance business, as related accounting entries from policy transactions activity flow automatically.

The Broker Management Solution includes the following:

  • *NEW* Monitor brokerage operations with integrated budget and custom income statement reporting options with budget, actual, and variance. Apply one or more time period types within a single report such as a single month, multiple single months side by side, a single quarter multiple quarters side by side, the usual fiscal year to date with comparative option, or a rolling 12 month period.

  • Comprehensive tools to manage brokerage and MGA Accounts Payable and Accounts Receivable, including reports, payment Bordereaux generation, reconciliation tools, statements, bulk service charges, and *NEW* Automated direct and agency bill statement reconciliations!

  • A Customer Relationship Management tool, providing 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

  • A Quick Pay feature to make writing cheques fast and easy

  • Combined one-time entry, including policy transactions (I-Biz, CSIO, or manual entry) with commission splits and policy fees; MGA billing; subscription policies; user-defined commission rules for Companies, sub-brokers, and producers;

  • Customizable reports and predefined reports, including Expiry Lists, Production Report, Policies in Force, and Bordereaux Report

  • One-Touch RIBO Form 1 reporting. Really!

  • Multi-agency, -branch, and –department reporting capability allows financial reporting on a single branch, single agency, or consolidated basis.

  • *NEW* Go paperless with image and/or document attachments to cheques, receipts and journal entries. Download Commission Extraction – transacts downloaded Auto policies, system determines classes and applies correct splits and commission rates

  • Go full-auto with TBW Auto Transact. Downloaded CSIO and I-Biz download policy transactions process right to the invoice at the time of download. Set it up to include auto letter generation. Imagine the system creating your renewal letters without staff involvement! No month-end or year-end closing delays, and daily transaction entry can continue without interruption

  • Multi-Currency capabilities available

  • Streamline your in-house premium finance operation with TBW's integrated payment plan management and EFT system. Process payments, create the bank file, all receipts and the deposit with just a few clicks. Get notifications of changes to financed policies requiring plan changes. Manage plans and bank finance reporting requirements with financed AR reports, missed payment reports, and finance plan status reports. Customizable security and access to control and protect accounting data privacy and ensure transactions are recorded only by authorized staff.

Fully integrated Personal Lines, Commercial Lines, and Policy Issuance tools are available. 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.