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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
IN PROGRESS
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
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
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Did you know we offer online training for TBW/TUW to enhance your product knowledge and productivity? View available sessions or email training@cssionline.com to learn more.