TRAINING

For more information about or to register for online training, please call us at 1-877-281-6944 (toll-free) or contact us by email at training@cssionline.com.
If you contact us by email, please let us know which session(s) you would like to attend, as well as the name and contact email address of each person who will be attending the session(s). We will contact you to confirm your registration and with additional information and login details for the training.

All times are Manitoba Time

Date Time Course

Nov 14
Dec 12

All starting at 11:00am Manitoba time

Get Started with The Broker's Workstation

Welcome to The Broker’s Workstation! Whether you are a first-time user of TBW, or an experienced user wanting a fresh look at the program, this one-hour module will prepare you to use TBW to complete your daily tasks with confidence. Please note, this overview session is a prerequisite for the “Get Working with Personal Lines Property Insurance” and “Get Working with Personal Lines Auto Insurance” training modules. Contact us at training@cssionline.com to register for this class.

Nov 15
Dec 13

All starting at 11:00am Manitoba time

Get Working with Personal Lines Property
Rating and writing habitational insurance is a fundamental activity in the brokerage. Targeted at both new and experienced users of The Broker's Workstation, this one-hour training module will show you how to use the program effectively and efficiently for personal lines habitational insurance. Contact us at training@cssionline.com to register for this class.

Nov 14
Dec 12

All starting at 1:00pm Manitoba time

Get Working with Personal Lines Auto Insurance
Customized for our clients in provinces with private auto, this class will lead you through rating and writing auto insurance with The Broker's Workstation. Whether you are a brand-new user or are already familiar with TBW, join us for this one-hour session to see how the program can help you successfully and productively manage the auto insurance process. Contact us at training@cssionline.com to register for this class.

Nov 16
Dec 14

All starting at 11:00am Manitoba time

Policy Servicing – Habitational and Auto Insurance
This course provides an overview of how to efficiently service your policies within TBW.. We will discuss how to do policy changes and show you how to submit to the various different carries to maintain all data inside of The Broker’s Workstation.. This course, which is approximately 60 - 90 minutes in length, is designed for producers and CSR’s who handle the policy changes in your office. Contact us at training@cssionline.com to register for this class!

Nov 20
Dec 18

All starting at 11:00am Manitoba time

Policy Entry - An Accounting Perspective of The Broker's Desktop
This course provides an overview of the client ledger card, policy transaction types, and policy billing types. We will discuss the specific GL postings of the policy transactions and how to correct entry errors. This course, which is approximately 60 - 90 minutes in length, is designed for staff who perform Accounting support in the brokerage. Contact us at training@cssionline.com to register for this class! If you can't attend, please contact us for online video options at training@cssionline.com.

Nov 22
Dec 20

All starting at 11:00am Manitoba time

Policy Entry - An Accounting Perspective of The Underwriter’s Desktop
This course provides an overview of the sub broker ledger card, policy transaction types, and policy billing types. We will discuss the specific GL postings of the policy transactions and how to correct entry errors. This course, which is approximately 60 - 90 minutes in length, is designed for staff who handle the billings in your MGA office. Contact us at training@cssionline.com to register for this class!

Nov 21
Dec 19

All starting at 11:00am Manitoba time

Basic Accounting Transactions (Part 1): The Accountant's Desktop
This course covers the basic accounting transactions found on The Accountant's Desktop in TBW. Class participants will be shown how to perform deposits, cheques, journal entries, AR/AP reconciliations, bank reconciliations, and the month-end/year-end close procedure. This course, which is approximately 60 minutes in length, is designed for staff who perform Accounting support in the brokerage. Contact us at training@cssionline.com to register for this class! If you can't attend, please contact us for online video options at training@cssionline.com.

Nov 20
Dec 18

All starting at 12:30pm Manitoba time

Basic Accounting Transactions (Part 2): The Broker's Desktop
This course covers the basic accounting transactions found on The Broker's Desktop in TBW. Class participants will be shown how to record client receipts, NSF payments, client refunds, client ledger card reconciliations, service charges, and small balance and bad debt write-offs. This course, which is approximately 60 minutes in length, is designed for front-end staff and those who perform Accounting support in the brokerage. Contact us at training@cssionline.com to register for this class! If you can't attend, please contact us for online video options at training@cssionline.com.

Nov 21
Dec 19

All starting at 1:30pm Manitoba time

Basic Accounting Transactions (Part 3): Reporting
This course covers a variety of accounting reports available in TBW. Class participants will be shown how to run the balance sheet and statement of earnings and perform General Ledger inquiries. Other reports covered are the Cash Status Report; the Closed Day Report; AR reports, statements, and invoices; AP reports and statements; and the Production Report. This course is approximately 45 - 60 minutes in length. Contact us at training@cssionline.com to register for this class! If you can't attend, please contact us for online video options at training@cssionline.com.

Nov 15
Dec 13

All starting at 2:00pm Manitoba time

Get Working with Word Processing in TBW
If you’re responsible for creating correspondence (such as letters, envelopes, and labels) in your brokerage, join us for this 30-minute training session focused on TBW’s Word Processing module. Get to know your way around the Word Processor, and learn how to create, modify, and organize reusable letter templates. Contact us at training@cssionline.com to register for this class.

Nov 15
Dec 13

All starting at 1:00pm Manitoba time

Get Working with TBW Email
TBW’s fully integrated Email component allows you to access and work with email directly in the TBW/TUW window. If email communication is part of your day, join us for this 30-minute training session to learn how TBW Email can enhance your workflow. We’ll look at sending and receiving email messages, sending TBW/TUW documents (and other documents) as attachments, saving email messages to client folders, and more. Contact us at training@cssionline.com to register for this class.