This is an exclusive look for our clients at what CSSI is working on. You may unsubscribe below if you wish to no longer receive these types of email.
Dear Valued Client:

We hope you're staying safe and healthy. As we navigate this situation together, please know that our team members are here to help with any questions or concerns you may have. Our online training is available to help you get the most out of TBW/TUW and can be attended from any location (we also have video options).

Sincerely,
Custom Software Solutions
In Case You Missed It
NEWS RELEASES
PRODUCT UPDATES
View CSSI's latest product updates.

CLOUD SERVICES
Many clients are benefiting from our cloud services. Is your business?
Direct Rating Projects
Update on our direct rating integration projects:
  • The Commonwell – ON Hab and Auto in progress.
  • Gore Mutual – direct rating completed for Hab in BC; Condo coming soon. ON Hab to follow.
  • 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 and AB is live. ON Hab to follow. 
  • Aviva – Auto for ON and Atlantic provinces is live. and AB is released. Atlantic provinces pilot planned for January.
  • Economical – Vyne project completed and released across Canada.
  • SGI / Coachman
    • AB, SK, MB, ON Hab live. ON Auto live; AB 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 with other provinces to follow.
    • Real-time policy change now in pilot with SK brokers.
  • Wawanesa
    • Auto and Hab for AB (direct rating and new business upload)
    • MB, SK and BC - new business direct rating released. New business upload to follow.
  • Peace Hills – Auto for AB is coming soon.
What We're Working On
AVAILABLE NOW / COMING SOON
  • CSIO download certification completed for Chubb Insurance, The Commonwell (ON) Guidewire, and Family Insurance (BC).
    • Peel Mutual Guidewire download in progress.
    • Heartland Mutual Insurance (ON) Guidewire download in progress.
  • Improved Support System – online chat and new knowledge base now in pilot with several 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 across Canada. Available upon request.
  • New Claims – integrated claims management system for MGAs with full cycle accounting, batch cheque processing, and bordereaux reporting – in pilot. Launch expected Q2 2020.
  • CSIO eDelivery (pink card) – released. For more info, please contact Client Services or your regional sales representative.
  • MGA Broker Interface Portal for rating and issuance – in pilot testing.
  • ePayment – full accounting cycle for non-cheque payment types and third party direct integration – coming soon.
  • ClearPay – coming soon.
  • Retention Reporting for Brokers – track policy retention using this new report. Available upon request.
  • Retention Reporting enhancements for MGAs. Available upon request.
IN PROGRESS
  • SMI – peril, credit score rating and policy inquiry for Hab in 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 pilot testing.
  • Speed enhancements for TUW.
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.
  • TBW/TUW to the web
Sign Up for Online Training
Get the most out of TBW/TUW with our online training. View available training sessions and register online. Videos also available upon request.
Upcoming Events

IBAA Convention
The Fairmont Banff Springs
Banff, AB
Sept. 30, 2020

IBAS Convention
Regina, SK
October 28 - 29, 2020

IBAM Convention
Postponed

IBAO Convention
Postponed

IBAN Convention
Postponed

IBABC P&C Trade Show
Postponed

 
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