I-Company is the complete company solution providing real-time data exchange and seamless connectivity between the BMS and carrier.
The Broker’s Workstation Integrated Management System is a true fully integrated SEMCI solution for insurance brokers across Canada.
Custom Software’s The Broker’s Workstation (TBW) is a fully integrated suite of automation tools designed to support the operations of property and casualty insurance brokers and agents. Built with CSSI’s industry-leading, real-time technology, TBW is continuously enhanced to help brokers stay competitive and better serve their customers.
Why The Broker’s Workstation?
All-in-One Solution
Everything today’s broker needs.
Real-Time Capabilities
Do business faster, more effectively.
Cloud Hosting
Host locally or on advanced cloud platform.
Custom Software’s The Underwriter’s Workstation (TUW) offers a full system with accounting, quoting, issuance, claims management, and reporting all in one integrated package to address the needs of an MGA office.
- Full Accounting functions with EFT capabilities
- Quoting
- Full Customer Relationship Management, including
- Client folder maintenance
- Integrated Email
- Word processing
- Claims management
- New, Renewal, and Endorsement Policy Issuance
- Subscription Policy Issuance, Billing, and Reporting
- Policy Number management
- Customization for Underwriter Authority levels
- Bordereaux completion as simple as running a report, and no more data entry
