Stage2Data partners with Pivot3 to bring our clients DataFlex and LegalFlex
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?
Do business faster, more effectively.
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
- 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