CSSI’s IntelliQuote is a rating, quoting, and underwriting system with an optional, fully integrated RCT from Marshall and Swift/Boeckh.

Custom Software’s IntelliQuote module can operate and is available as a standalone product or integrated as part of the complete solution.

The IntelliQuote module includes the following:

  • A Customer Relationship Management tool, providing Client Folder details and management, easy attachment of all file types to client files (MS Word, MS Excel, PDF, JPG, etc.), fully integrated word processing, fully integrated email, Abeyances and Activities, scanning capabilities, Claims reporting and management, and List Folder/Group Folder capabilities

  • A fully integrated rating and underwriting tool with Hab, Personal/ Commercial Auto, and Agro rating and underwriting; Flash Quote capabilities; a Remarket view for rate and detail comparison for selected Companies; and support of over 1800 Company/Region/Line rate manuals

  • Fully integrated Home Evaluation tools, including MSB RCT and additional options available through WebConnect

  • I-Biz Company integration and communication tools, allowing electronic upload of application/endorsement risk data between the Broker and the carrier Insurance Company

    • Retention of 100% of client data while enabling the automated policy change request
    • 48-hour turnaround on midterm change requests and new business
    • Point-of-sale premium available for new business and midterm endorsement changes

  • E-Doc Download capabilities, increasing Broker’s workflow efficiency

  • WebConnect single-click sign on, providing access to a wide range of Insurance Company and Service Bureau websites, including Intact Savers, Aviva Gateway, Royal’s Bravo, Wawanesa, CGI (Autoplus, HITS, MVR lookup), IFS Premium financing, Independent Home Evaluator, Economical, and real-time billing inquiry for Wawanesa, Intact, SGI, Coachman, and ICPEI

  • CSIO download and upload with any Company providing the service

Fully integrated Accounting and Commercial modules are available. If you would like to learn more about any of our products and how they can make your business work better for you, contact us for a product demo.