1. Welcome to The Broker’s Workstation.

2. The Broker’s Workstation
TBW
IntelliQuote Rating and Underwriting
Customer Relationship Management
BMS Accounting & Reporting
Commercial Policy Tools
TBW includes a powerful rating and underwriting engine, customer relationship management tools, accounting, and commercial-policy sales, service, and marketing tools.

3. Created by brokers for brokers and 100 percent Canadian owned and operated, CSSI provides IT solutions to over 400 Canadian brokerage offices.
The Broker's Workstation is a product of Custom Software Solutions Inc. Founded in 1991, CSSI is now one of the fastest growing automation software suppliers to the Canadian Insurance Industry. Created by brokers for brokers and 100 percent Canadian owned and operated, CSSI provides end-to-end information technology solutions to over 350 brokerage offices across Canada from its Executive, Development, Sales and Marketing, and Client Services offices in Virden, Manitoba.

4. TBW supports customer sales and service tasks at the time of interaction with the client.
Abeyance Follow-Up System
TBW has been designed as a point-of-sale system with features that support the completion of customer sales and service tasks at the time of interaction with the customer. Some of the sales and service tasks that TBW helps the broker accomplish include the following:
Integrated Broker
Full CRM

5. Collect information required to rate, quote, and underwrite a policy.
Collecting information required to underwrite a policy

6. IQ Comparison Report
IntelliQuote accurately calculates premiums and underwriting alerts for new policies and mid-term changes to policies.
Accurately calculating premiums for new policies and changes to policies
Underwriting Alerts

7. Organize information and supporting documentation for customer accounts.
Organizing customer account information and supporting documentation

8. One-click upload of new applications and mid-term policy changes right from the broker’s desktop.
Maintaining an accurate history of communications for Errors & Omissions risk control

9. Accurately maintain a communications history for E&O risk control.
Claims Entry
Creating print and electronic correspondence
Abeyance Follow-Up
Activity Folder Notes

10. Exchange information electronically with Insurance Companies.
Exchanging information electronically with insurance companies
WebConnect provides single-click sign-on to various company web portals.

11. Broker Financial Management System
The Broker Financial Management component adds financial management and accounting capabilities (such as tracking premiums, commissions, accounts payable, and accounts receivable) to IntelliQuote.
The Broker Financial Management component adds financial management and accounting capabilities.

12. Record and manage accounting information, in real time!
And recording and managing premiums, accounts receivable, and accounts payable, as well as general business accounting
Policy entries are posted to client file, general ledger, and accounts payable/receivable at the time of entry.

13. Client Folder Ledger Card functionality includes in-folder transaction capabilities. CSRs/Producers have full balance/ transaction information, and accountants have easy transaction entry.
Depending on the needs of the broker, TBW can be purchased with different levels of functionality.

14. Advanced Accounting Features
Auto Transact and Invoice Policy Downloads
Batch Transactions
Budgeting
Fully Customizable Real-Time Financial Reporting
Paperless Accounting Workflows
TBW Payment Services (EFT, Credit Card plans)
Foreign Exchange
Auto Reconcile Insurance Company Statements
CSSI is always innovating and improving their software with additional features, such as support for wholesale insurance brokers.

15. Commercial Insurance Workflow Management
TBW offers Commercial IntelliQuote and Insurance Workflow Management components to support marketing to insurance companies, proposal creation, and more.
The Commercial Insurance Workflow Management component adds support for commercial insurance workflows, including marketing to insurance companies, creation of proposals for clients, and issuance of standard commercial policy documents.

16. The Underwriter’s Workstation (TUW)
TUW offers Real-Time Policy Issuance and Underwriter Workflow Management components to support brokers who offer any self issuance services.
TUW ties directly into the accounting, so once a policy is issued, it will be posted directly to the accounting desktop for all billing purposes.

17. Visit us Online! Find more videos on our YouTube channel here:
Or visit our website for more product and company information:
Donna Johnson, Account Manager
Toll Free:
Nouman Jalal, Account Manager
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Matthew Russell, Account Manager
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Whitney Cottingham, Account Manager
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