Technology Partners

I-Company is the complete company solution providing real-time data exchange and seamless connectivity between the BMS and carrier.

I-Company-cloud

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
 

Contact us via email or phone 1-855-430-0866