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In Case You Missed It
NEWS RELEASES
PRODUCT UPDATES
View the latest enhancements on our product updates page.

CLOUD SERVICES
Many clients are already benefiting from our new cloud services. Is your business?
We always enjoy meeting with clients and partners at the broker conventions!
SGI CONVENTION
From the left: Amanda Blanchette, Client Services Manager, and Whitney Cottingham, Account Manager (SK and MB), at the SGI Convention in Saskatoon
Direct Rating Projects
Update on our direct rating integration projects:
  • Gore Mutual – direct rating completed for Hab in BC.
  • RSA
    • Hab completed in BC, AB and ON (MB, SK and Atlantic provinces to follow).
    • Auto released for ON and AB (Atlantic provinces to follow).
    • Non-homeowner released for AB, SK and MB (Atlantic provinces coming soon).
    • Western Assurance Auto released for ON.
  • Intact – Auto for ON going to pilot brokers in April. Auto and Hab in other markets under development.
  • Aviva – Auto for ON released. Auto for AB going to pilot brokers in April.
  • Economical – Vyne project completed and released across Canada.
  • SGI / Coachman
    • Live in ON, MB and SK. AB Auto to follow.
    • Released real-time rating and upload (following IBAC Data Exchange principles) to pilot brokers in SK.
  • Wawanesa – AB Hab and Auto in pilot at present, other provinces to follow.
  • Peace Hills – Auto planned for AB pilot in May.
What We're Working On
AVAILABLE NOW / COMING SOON
  • I-Client Customer Online Portal for insurance brokerages – in pilot. Learn more about the I-Client product suite.
  • Streamlined IntelliQuote interface – in pilot for Auto; Hab to follow.
  • New Claims – integrated claims management system for MGAs with full cycle accounting, batch cheque processing, and bordereaux reporting – in pilot.
  • CSIO eDelivery – released. For more info, please contact Client Services or your regional sales representative.
  • MGA Broker Interface Portal for rating and issuance – in testing.
  • ePayment – full accounting cycle for non-cheque payment types. Going out to brokers soon.
  • ePayment direct integration with third-party banking and payment services coming soon.
  • Retention Reporting for Brokers – track policy retention using this new report. Available upon request.
  • Retention Reporting enhancements for MGAs. Available upon request.
  • Improved Support System – online chat and new knowledge base for TBW/TUW now in testing.
IN PROGRESS
  • Wawanesa Insurance real-time data exchange – in pilot with AB brokers.
  • SGI Canada real-time data exchange – in pilot with SK brokers.
RESEARCH & DEVELOPMENT
  • CRM Sales and Marketing tool for lead generation and tracking.
  • Consumer online quote, payment and policy issuance.
  • Consumer self-serve policy change in real time.
  • Data analytics cube for MGAs and brokers for analytics and dashboard reports.
Sign Up for Online Training
Expand your product knowledge and increase productivity with our online TBW/TUW training. View available training sessions or email training@cssionline.com to learn more.
Upcoming Events
IBAA Convention
Fairmont Banff Springs
Banff, AB
May 5-8, 2019
 

Going? Be sure to stop by the CSSI booth!
 
IBABC
Donna Johnson, Account Manager (BC and AB), at the IBABC Convention in Vancouver
IBAM
Discussing our broker solutions at the IBAM Broker Convention in Winnipeg
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