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In Case You Missed It
View CSSI's latest product updates.

Featuring live online support chat and an expanded knowledge base. Contact us about the new CSSI Service Desk.
Direct Rating Projects
Update on our Direct Rating integration projects:
  • The Commonwell – ON Hab and Auto in progress.
  • Gore Mutual – Completed for Hab and Condo in BC. 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).
    • Western Assurance Auto released for ON.
  • Intact – Auto for ON and AB is live. ON Hab in progress.
  • Aviva
    • Auto for AB, ON and Atlantic provinces is released.
    • Hab for Atlantic provinces, ON and AB is in pilot. BC, MB and SK to follow.
  • Economical – Vyne project completed and released across Canada.
  • SGI / Coachman
    • AB, SK, MB, ON Hab live. ON Auto live; AB Auto to follow.
    • Real-time Rating, Upload and Download (following IBAC Data Exchange principles) released across Canada.
    • 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 and Upload released. Atlantic provinces and ON Hab to follow.
  • Peace Hills – Auto for AB is coming soon.
What We're Working On
  • CSIO Download Certification completed for:
    • Chubb Insurance
    • The Commonwell (ON) Guidewire
    • Family Insurance (BC)
    • Peel Mutual (ON) Guidewire
    • Heartland Mutual Insurance (ON) Guidewire
  • New CSSI Service Desk – online chat and new knowledge base now available. Contact Client Services to get enabled.
  • New TBW Webviewer for WebConnect (to replace Internet Explorer) – coming soon.
  • I-Client Customer Online Portal for insurance brokerages – in pilot. Learn more
  • Streamlined IntelliQuote Interface – released across Canada.
  • New Claims – integrated claims management system for MGAs with full cycle accounting, batch cheque processing, and bordereaux reporting – in pilot.
  • 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.
  • Electronic signatures for cheques – Contact Client Services to get enabled.
  • SMI
    • Credit score rating and policy inquiry released for Hab in AB, SK and MB.
    • Peril score rating for Hab in AB, SK and MB coming soon.
  • Trillium Mutual – policy inquiry released for Auto and Hab in ON.
  • Speed enhancements for TUW – in pilot.
  • Data analytics cube for MGAs and brokers for analytics and dashboard reports – now in pilot testing.
  • TBW/TUW to the web.
  • 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 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
IBAO Virtual Convention
October 21-22

Join us at #IBAO2020 for live demos, video chat and prize giveaways! 
Meet CSSI's New Vice President of Sales
Bill Murray (left) welcomes James Bartlett (right) as CSSI's new Vice President of Sales. James took over the role from Bill, who retired on July 31, 2020. You can say hello to James at
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