UPDATES

2017 Title
Nov 6 One Pay Discount Option for Intact Auto IQ (New Brunswick)
Oct 25 MMFI is now My Mutual Insurance
Oct 25 Enhanced Overland Water Coverage for The Commonwell (Ontario)
Sept 21 Additional Contact Details in Vendors List, Improved Flat Coverage Endorsement Transaction (TUW)
Aug 28 One Pay Discount Option for Intact Auto IQ (Nova Scotia)
Aug 24 Pembridge Usage Based Insurance (New Brunswick)
Aug 24 Pembridge Usage Based Insurance (Alberta)
July 24 Set Default Cash Drawer in Receipt Form as “None,” Underwriting Details Report in Persisted Farm IQ
June 20 Billing Type Column in Processed CSIO/I-Biz Report
May 24 Water Plus and Limited Sewer Backup Coverage for Peace Hills (Update)
May 24 Apply User Rights for Selected Feature to All ABDs, Additional Cash Drawer Credit Card Options
May 5 Water Plus and Limited Sewer Backup Coverage for Peace Hills (AB, SK, MB)
Apr 20 Additional Oil Tank Details in Heating Systems Dialog
Mar 17 Improved Claims Sorting in Folder Details, Bordereaux Report Enhancements
Mar 10 Intact and Novex Usage Based Insurance (Alberta)
Feb 22 Minimize a Pink Card, Print Expiry Report by Producer

 

2016 Title
Dec 20 Set Default Area Code by User, Toggle Button in Word Processor
Dec 16 Season’s Greetings and Holiday Hours
Nov 23 Enlarged Printer Field in Printer Properties, Add Logo to Printed Payment Plan Schedule
Nov 8 November 11, 2016 Hours of Operation
Nov 2 Negative-Value Receipts Not Permitted in Client Folders
Sept 21 Expand/Collapse Policy Tree on Documents Tab, Print Multiple Email Messages from Folder Details
Aug 23 New Water Protection Coverage Endorsement for SGI CANADA (AB, SK, MB)
Aug 23 Abeyance Attention Alerts, Color-Coded Past Due Abeyances
Jul 25 Abeyance Checkbox when Creating New Client Folder, eDocs included in CSIO/I-Biz Processed Report
Jun 15 Preview Pane on Documents Tab
Apr 26 Additional Auto Claims Fields, Preset Improvements in Custom Financial Report
Apr 1 Payment Plan Option for Dominion Auto IQ (ON)
Apr 1 TBW/TUW Budget Feature, Custom Financial Report, Folder Check Out Report
Mar 17 Changes to Wawanesa’s Rating Structure (Maritimes)
Mar 17 Enhanced Water Damage Endorsement for Intact/Novex (MB)
Mar 17 Enhanced Water Damage Endorsement for Intact/Novex (Maritimes)
Mar 17 Enhanced Water Damage Endorsement for Intact (BC)
Mar 17 Enhanced Water Damage Endorsement for Intact/Novex (AB)
Mar 17 Change to IQ Summary Report for Peace Hills (MB)
Mar 2 Enhanced Water Damage Endorsement for Intact/Novex (ON)
Jan 28 Family Day/Louis Riel Day (February 15, 2016) Hours of Operation
Jan 28 Commercial Vehicle Rating No Longer Available for Economical (AB and ON)
Jan 27 Upgraded RCT Express, Accounting Drilldown, Folder Search by Code

 

2015 Title
Dec 30 Maintain Position in Documents List after Moving or Deleting Items
Dec 30 Online Training for RCT Express Available in January 2016
Dec 18 Season’s Greetings and Holiday Hours
Nov 27 Upgraded RCT Now Available to All Users, Trillium New Business Upload, Help File Update
Nov 5 November 11, 2015 Hours of Operation
Sept 30 Check Out Multiple Documents from Folder, Custom Inserts Enhancement, Accounting Attachments
Sept 24 Wawanesa Rate Update (Saskatchewan)
Jul 27 RCT Product Update Bulletin (2nd Quarter 2015)
Jul 24 CASL Email Consent Form and Report, Additional Fields in IQ Details
Jun 30 Intact Usage Based Insurance (NS)
Jun 15 Dominion Online Quoting (ON)
Jun 15 Chieftain Online Quoting (ON)
May 28 Updates to CSIO Habitational Application
May 05 Bank Account Control, Pending Payment List Enhancement
Apr 08 Open Documents from the Desktop, Filter Claims Report by Loss Date
Mar 12 Wawanesa Rate Update (Manitoba)
Feb 13 Family Day / Louis Riel Day (February 16, 2015) Hours of Operation
Feb 03 TBW/TUW Help File Update, New Procedure for Missing CSIO Documents
Feb 03 RCT Product Update Bulletin (4th Quarter 2014)

 

2014 Title
Dec 19 Season’s Greetings and Holiday Hours
Dec 04 RCT Product Update Bulletin (3rd Quarter 2014)
Dec 02 Word Processing Module Enhancement and New Chart of Accounts System
Nov 05 November 11, 2014 Hours of Operation
Oct 17 Lapse Notices for I-Biz Clients in CSIO Downloads
Oct 07 New Dynamic CSIO Habitational Application
Sept 03 Excel Import into Commercial IQ Schedules, Five-Cent Rounding of Cash Receipts
Sept 03 SGI Online Quoting (AB)
Sept 03 SGI Online Quoting for Farm Policies (SK)
Jul 24 Set Default Broker Codes per ABD, Documents List Search Tool
Jul 24 RCT Product Update Bulletin (2nd Quarter 2014)
Jun 20 SGI Prestige Coverage Type (SK)
May 12 SGI Online Quoting (SK)
May 12 Filter Expiry Report by Bill Type, Email Addresses in TBW/TUW Lists
May 01 Hail, Wind, and Water Endorsements added automatically for Intact/Novex
Apr 24 Intact Rating Enhancements (BC)
Apr 24 Intact/Novex Rating Enhancements (MB)
Apr 17 Print Expiry Report by Broker (TUW)
Mar 28 Important Information regarding Imported Third-Party Documents in TBW/TUW
Mar 26 Five Cent Rounding of Cash Receipts, Filter AR Report by Producer
Mar 26
Mar 26 Intact & Novex Usage Based Insurance (Ontario)
Feb 25 Mark Non-I-Biz Request Docs as Deleted, New Auto App in AB and Maritimes
Feb 19 Ontario Auto Changes Update
Feb 10 TBW One-Touch RIBO Form 1 Report
Feb 10 Family Day/Louis Riel Day (February 17, 2014) Hours of Operation
Jan 28 New Producer Levels and Assignments Grid in Group Folders
Jan 24 Changes to CGI Website
Jan 2 Folder Details Report, Email Dec Page directly from TUW, New ON Auto App
Jan 2 RCT Product Update Bulletin (4th Quarter 2013)

 

2013 Title
Dec 16 Season's Greetings and Holiday Hours
Nov 26 Ontario Auto Changes Update
Nov 25 Sort Documents List by Date, View Document already on Desktop
Nov 19 Ontario Auto Changes Update
Nov 18 Clarification regarding SGI Bulletin #34-13-10 - Habitational/Agro Quoter
Nov 07 November 11, 2013 Hours of Operation
Nov 05 Ontario Auto Changes Update
Oct 29 Ontario Auto Changes Update
Oct 25 Ontario Auto Changes Update
Oct 22 Integration with Hamilton Township Mutual Website
Sep 23 Search Tool on Activities Tab and Abeyance Tab in Folder Details
Sep 09 Wawanesa Golf Cart Liability added Automatically (Maritimes)
Sep 09 Wawanesa Golf Cart Liability added Automatically (MB and SK)
May 08 Manitoba PST Change
May 01 Enter Any Coverage Amount for Wawanesa Sewer Backup (all except MB and SK)
Apr 23 Golf Cart Liability required on Wawanesa Hab and Farm Policies (MB and SK)
Apr 19 RCT Product Update Bulletin (1st Quarter 2013)
Apr 19 Print Invoice from Desktop Tree, Dominion New Business Upload
Feb 26 Toolbar on Activities Tab in Folder Details, Additional Columns in Abeyance List
Jan 16 SGI CANADA New Business Upload, Intact Rec Vehicle New Business Upload
Jan 02 Include Deleted Policy Codes in Production Report

 

2012 Title
Dec 18 Season's Greetings and Holiday Hours
Nov 14 Improved Load Times for TBW/TUW
Oct 31 Old Policy Entry Conversion Deadline
Oct 30 Ledger Card Search Tool, Automated AR & AP Reconciliations
Oct 18 Modifications to the Wawanesa Application and Payment Slip
Oct 02 View CSR in Open a File Dialog, Access Credit Score Form from Policy Documents
Sep 25 RCT Product Update Bulletin (3rd Quarter 2012)
Aug 01 TBW now offers JEVCO New Business Upload!
Jul 26 TBW now offers Dominion New Business Upload!
Jun 27 Perform SGI BVS Calculation and Attach PDF Report to Client Folder
Jun 25 Enhanced Options for Pink Cards, New Auto Application for NS Brokers
Jun 25 RCT Product Update Bulletin (2nd Quarter 2012)
Jun 07 Expanded Integration Services to Merit Insurance Premium Financing Website
May 18 Override Commission Amount, Automated AR and AP Reconciliations
May 18 User Rights for Dec Pages, Export Lists to Excel, Save Mail Merge Settings & Results
May 03 Manitoba RST to be Applied to Insurance
Apr 03 Enhanced MAC Billing Details Form for Wawanesa Applications
Feb 13 Update for Ontario Brokers doing business with Economical, Waterloo, Perth
Jan 12 RCT Product Update Bulletin (4th Quarter 2011)

 

2011 Title
Nov 24 Expiry Report Update
Nov 16 Update for document released November 10, 2011
Nov 10 Update required for Maritime Brokers doing business with TEIG
Nov 10 Update required for BC Brokers doing business with TEIG
Nov 7 November 11, 2011 Hours of Operation
Oct 19 Important Information for TBW Users in BC
Oct 11 RCT Product Update Bulletin (3rd Quarter 2011)
Sep 15 One-Off Payees, Void Cheques, Mass Cheque Printing
Aug 25 Payment Slip updated with Reference ID for Wawanesa I-Biz
Aug 23 Update of Help Feature
RCT Product Update Bulletin (2nd Quarter 2011)
Jan 11 RCT Top 10 Entry Mistakes and Helpful Tips 2010
Jan 11 RCT Product Update Bulletin (4th Quarter 2010)

 

2010 Title
Nov 17 Auto IQ Outline View, Attach Imported Documents to Any Document Type
Nov 5 Expanded Integration Services to SGI Canada's Websites
Oct 29 Quote Aviva and Aviva Traders for Ontario Auto
Aug 31 Show Abeyance Window on Login, Minimize Abeyance Window
Jul 22 View Activities and Abeyances on Documents Tab, Customizable Activity View
Jun 2 Broker Training Sessions
May 21 CSS Rogo Setup Document
Feb 18 View Abeyance Document and Client Folder, Template Categories
Jan 11 Export Mail Merge Results to Excel, View Transaction Details on Ledger Card

 

2009 Title
Nov 18 View Abeyance Document and Client Folder, Template Categories
Oct 16 Aviva New Personalized Rating System for BC Brokers
Aug 26 Permission for Unoccupancy Endorsement for Wawanesa Policies
Jul 31 Export Claims List to Excel, Export Closed Day Report to Excel
Jul 28 Thumbnail Viewer, Additional Details Automatically Entered in Auto IQ
Jul 8 Integration to SGI Canada and its Subsidiary Broker Websites
Jun 16 Enhanced Client Folder Search, View Additional Ledger Card Columns
Jun 9 User Activity Report, Google Maps, Wawa Broker Portal Update
Jun 9 * RESOLVED * Sub-Broker Change Issues
Jun 3 Sub-Broker Change Issues
May 25 Field Associations
May 25 Wawanesa IBiz Update
May 7 List Item Folders & Folder Groups
May 7 Convert Secondary Dwelling, Webconnect Enhancements
Apr 15 CSIO VPN Transition to Telus VPN
Feb 26 Transfer Policy between clients
Jan 29 Minimize RCT/Apps
Jan 21 Search by Client Classification, New Production Report

 

2008 Title
Dec 5 Import all docs, Motorcycle Vin Search, Enhanced Auto Cov Report
Sep 26 Email, Cash Drawer, Custom Payment Plans
Sep 26 New Product Updates - Email, Cash Drawer, and Custom Payment Plans
Sep 11 Commercial Component Release
Sep 8 Aviva Broker Roll-out
July 3 Minimizing IQ, Undo Client Checkout
Apr 23 Agency/Branch Naming, AP Tools
Mar 28 RCT Info Bulletin
Feb 1 Improved Date Control

 

2007 Title
Oct 30 Commercial Product Announcement
Oct 21 New WebConnects, Auto Post of JE after print, new Change Memo, & more
July RCT Rate Update
Jun 25 Education/Occupation now required for rating
May 28 Bulk Services Charges, Bank Rec Rollup, Word Pro Improvements
Mar 8 Compare CSIO Static View, Additional User Rights, Convert IQ Type
Mar 7 Launch of Corporate Website

 

2006 Title
Dec 28 New RCT Evaluator
Oct New Cheque Imaging Standard
Jul A/R Report, Bank Rec Protection, I-Biz & IQ enhancements
Mar Claims Updates, Vehicle Updates & Critical Abeyances
Feb Claims Management Tool

 

2005 Title
Nov 28 New AB Auto App (January 2006)
Nov 4 Bank Reconciliation & AR Statement Changes
Aug 8 Bank Account Validation
Jun 15 Assign Producer to Folder
Mar 14 Delete/Decline EDE
Feb 21 Abeyance Default Setting, Coverage View, Cash Status Report, Transaction Entry
Feb 1 Production Report, Images

 

2004 Title
Dec 22 Document Controls and Filters, RCT Changes
Dec 13 WebConnect Enhancements
Nov 17 Driver Record Override, Type of VICC Rating
Aug 4 Auto Insurance Reform In Alberta and the New Premium Grid