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Insurance People: At the forefront of new digital technology

We are continuously updating and enhancing our product suite. See what's new on our product updates page.
Direct Rating Projects
CSSI is involved with several direct rating integration projects with our carrier partners. Here's a snapshot of our progress to date:
  • Gore Mutual – completed in BC.
  • RSA – Habitational is completed and released in BC, AB and ON. Auto is in beta testing.
  • Intact – under development for Canada with Auto in beta testing.
  • Aviva – under development for Canada. ON Auto set for pilot broker testing this month.
  • Economical – completed and released to our Canadian markets.
  • SGI/Coachman – ON Auto is scheduled for release this month.
What We're Working on at CSSI
We wanted to share with you some of the exciting projects in development at CSSI.
  • Customer Online Portal for Insurance Brokerages (pilot underway)
  • Streamlined IntelliQuote interface
  • New Claims – integrated claims management system for MGAs with full cycle accounting, batch cheque processing and bordereaux reporting
  • CSIO eDelivery
  • MGA Broker Interface Portal for rating and issuance
  • ePayment – full accounting cycle for non-cheque payment types
  • ePayment direct integration with third-party banking and payment services
  • Retention Reporting for Brokers – track policy retention using this new report
  • Retention Reporting enhancements for MGAs
  • Improved Support – online chat and new knowledge base for TBW/TUW coming next year
  • Wawanesa Insurance real-time data exchange
  • SGI Canada real-time data exchange
  • 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
Sign up for our Online Training
Did you know we offer online training for TBW/TUW to enhance your product knowledge and productivity? View available sessions or email to learn more.
Upcoming Events
Hotel Saskatchewan
Regina, SK
Oct. 11-12, 2018

Niagara Falls, ON
Oct 17-18, 2018​
MGA Symposium
Toronto, ON
Nov. 27, 2018

Are you attending? We'd love to chat!
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