Welcome all brokers
The proven cloud solution provider for Insurance Brokers
Stage2Data is the proven cloud solution provider for Canadian Insurance Brokers. As Affinity Partners to the IBANS, IBABC, IBAS and IBANB we provide cloud solutions that are tailored to your unique needs and budget.
Solutions that Insurance Brokers can implement easily and quickly.
Trusted by industry leaders
Insurance Brokers Association of BC
Insurance Brokers Association of New Brunswick
Insurance Brokers Assocation of Nova Scotia
Insurance Brokers Association of Saskatchewan
Stage2Data + CSSI = The Broker’s Workstation
This Integrated Management System is a true fully integrated SEMCI solution for insurance brokers across Canada.
Everything today’s broker needs.
Do business faster, more effectively.
Host locally or on advanced cloud platform.
Stage2Data + CSSI offer the following benefits
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