Commercial Management System (CMS)

TBW's Commercial Management module (CMS) supports commercial insurance workflows, including marketing to insurance companies, creation of proposals for clients, and issuance of standard commercial policy documents. CMS is available as a stand-alone product or can be integrated as part of the complete solution.

This module includes the following features:

• IntelliQuote-style data collection for multiple-company rating and quoting, including referral rating and ratable commercial

• Built-in CSIO Quote sheets and Application sheets

• Policy Number management

• New, Renewal, and Endorsement Policy issuance

  • Subscription policy issuance, billing, and reporting

• Renewal Manager, with only one click required to renew a whole book of business

• Fully customizable Bordereaux Reporting

• Customizable work for Rating Definitions (data collection can be customized), Quote Sheets, and Dec Pages

• A Customer Relationship Management tool that includes integrated email and word processing

• Full Accounting functions with EFT capabilities

To learn more about how our Commercial Management System can make your business more efficient, request more information.