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Direct Rating Projects
Update on our direct rating integration projects:
  • Gore Mutual – direct rating completed for Hab in BC; Condo coming soon.
  • RSA
    • Hab now released in BC, AB, ON, MB, SK, NS, NB and PEI.
    • 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 is live. AB Auto and ON Hab to follow. 
  • Aviva – Auto for ON and AB is released. Atlantic provinces pilot planned for January.
  • Economical – Vyne project completed and released across Canada.
  • SGI / Coachman
    • Live in ON, MB and SK. AB Hab is live; Auto to follow.
    • Released real-time rating, upload and download (following IBAC Data Exchange principles) to 60+ pilot brokers in SK. Full release expected soon.
  • Wawanesa – Hab for AB and SK, and Auto for AB in pilot. Other provinces to follow.
  • Peace Hills – Auto for AB is coming soon.
What We're Working On
  • CSIO download certification completed for Chubb Insurance, The Commonwell Guidewire (ON) and Family Insurance (BC).
  • Improved Support System – online chat and new knowledge base now in pilot with seven brokerages/MGAs. 
  • I-Client Customer Online Portal for insurance brokerages – in pilot. Learn more
  • Streamlined IntelliQuote interface – Auto and Hab in pilot. Production release expected soon.
  • New Claims – integrated claims management system for MGAs with full cycle accounting, batch cheque processing, and bordereaux reporting – in pilot. Launch expected Q1 2020. 
  • 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 – coming soon.
  • ClearPay – coming 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.
  • Wawanesa Insurance real-time data exchange – AB, SK and MB in pilot.
  • SMI – peril and credit score rating to Hab line for AB, SK and MB. 
  • Trillium Mutual – policy inquiry for Auto and Hab in ON.
  • SGI Canada real-time data exchange – full release expected soon.
  • Data analytics cube for MGAs and brokers for analytics and dashboard reports – now in testing.
  • 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.
  • TBW/TUW to the web
Sign Up for Online Training
Expand your product knowledge and increase productivity with our online TBW/TUW training. View available training sessions or email to learn more.
Upcoming Events

IBABC P&C Trade Show
Vancouver, BC
Mar 13, 2020

SGI Convention
TCU Place
Saskatoon, SK
Apr 3-4, 2020

IBAM Convention
The Fairmont Winnipeg
Winnipeg, MB
Apr 14-16, 2020

IBAA Convention
The Fairmont Banff Springs
Banff, AB
May 3-6, 2020


Are you attending?
Be sure to stop by our booth!
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