The Brokers Workstation Customer Relationship Management Intelli Quote
The Broker’s Workstation Customer Relationship Management Intelli. Quote Rating and Underwriting BMS Accounting & Reporting TBW Commercial Policy Tools
Created by brokers for brokers and 100 percent Canadian owned and operated, CSSI provides IT solutions to over 400 Canadian brokerage offices.
TBW supports customer sales and service tasks at the time of interaction with the client. Abeyance Follow-Up System Integrated Broker Email Full CRM
Collect information required to rate, quote, and underwrite a policy.
IQ Comparison Report Intelli. Quote accurately calculates premiums and underwriting alerts for new policies and mid-term changes to policies. Underwriting Alerts
Organize information and supporting documentation for customer accounts.
One-click upload of new applications and mid-term policy changes right from the broker’s desktop.
Accurately maintain a communications history for E&O risk control. Activity Folder Notes Claims Entry Abeyance Follow-Up
Exchange information electronically with Insurance Companies. Web. Connect provides single-click sign-on to various company web portals.
Broker Financial Management System The Broker Financial Management component adds financial management and accounting capabilities.
Record and manage accounting information, in real time! Policy entries are posted to client file, general ledger, and accounts payable/receivable at the time of entry.
Client Folder Ledger Card functionality includes in-folder transaction capabilities. CSRs/Producers have full balance/ transaction information, and accountants have easy transaction entry.
Advanced Accounting Features ü ü ü ü 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
Commercial Insurance Workflow Management TBW offers Commercial Intelli. Quote and Insurance Workflow Management components to support marketing to insurance companies, proposal creation, and more.
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.
Visit us Online! Find more videos on our You. Tube channel here: http: //www. youtube. com/channel/UCYS_m. Kb 0 u 7 z. VRPIej. Ix. RFVA Or visit our website for more product and company information: www. cssionline. com Donna Johnson, Account Manager donnajohnson@cssionline. com Toll Free: 1 -855 -294 -8717 Nouman Jalal, Account Manager noumanjalal@cssionline. com Toll Free: 1 -866 -435 -7914 Matthew Russell, Account Manager Whitney Cottingham, Account Manager matthewrussell@cssionline. com Toll Free: 1 -877 -751 -2936 whitneycottingham@cssionline. com Toll Free: 1 -877 -326 -5759
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