Industry: Insurance

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.

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.

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
  • 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
Please get in touch with us via email or phone 1-855-782-4323

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