CSSI’s Commercial Lines Management module exceeds current solutions and fulfills the needs of the Broker for today’s commercial insurance requirements.

Custom Software Solutions began working with participating brokers from across Canada to develop a Commercial Lines Management module for Brokers after our clients advised us of the need for a commercial product built by brokers for brokers.

The Broker Commercial product has competitive features in the current marketplace:

  • IntelliQuote data collection for multiple-company rating, including referral rating and rateable commercial, featuring a printable Multi Company Comparison Report

  • 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, Claims reporting and management, and List Folder / Group Folder capabilities

  • Built-in CSIO Certificate of Insurance

  • Commercial Bordereaux-style Reporting to generate fully customized Bordereaux-style reports

  • Fully customizable (Application) Questionnaires

  • Fully customizable Submission and Proposal documents

  • A fully integrated Accounting System, Personal Lines Rating, and Policy Self-Issuance are also available (Refer to our Broker Management System, IntelliQuote, and The Underwriter’s Workstation sections for details)

This module is available as 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.