UPDATES

2019	Title
Oct 2	Guidelines for Reporting an Incident to Client Services
Sept 13	Drivers Policy History Tab and Additional License Fields in Person Details
Aug 29	RSA Online Quoting for Homeowner Policies (MB and SK)
Aug 29	RSA Online Quoting for Homeowner Policies (PEI)
Aug 27	SQL Server Express Capacity
July 29	RSA Online Quoting for Auto Policies (AB)
July 17	Account Representative Manager, New CSIO Web-Based Connection
July 17	RSA Online Quoting for Homeowner Policies (NB and NS)
July 9	Aviva Online Quoting for Auto Policies (AB)
July 3	Intact Online Quoting for Auto Policies (ON)
June 24	Garaging Location Tab in Auto IQ, View Sub-Broker in Folder View
June 18	Important Notice on Wawanesa Farm Rating
May 23	RSA Online Quoting for Non-Homeowner Policies (NS, NB, PE)
May 21	Updated CSSI Terms of Agreement
May 1	Manitoba PST Change
Apr 15	Western Assurance Online Quoting for Auto Policies (ON)
Apr 10	RSA Online Quoting for Auto Policies (ON)
Apr 8	RSA Online Quoting for Non-Homeowner Policies (AB, SK, MB)
Apr 5	Recurring Journal Entry Transactions, Select Multiple ABDs in File Cabinet Filter
Mar 5	Changes to Auto IQ for RSA (AB)
Feb 22	Send Pink Cards using My Proof of Insurance eDelivery
Feb 15	Family Day / Louis Riel Day Hours of Operation
Jan 17	Aviva Online Quoting for Auto Policies (ON)
Jan 14	Improved Management of Word Processing Templates, Export Ledger Card to Excel
Jan 14	RSA Online Quoting for Non-Homeowner Policies (ON)
Jan 14	Western Assurance Online Quoting for Non-Homeowner Policies (ON)

 

2018	Title
Dec 18	My Mutual Insurance Download Temporarily Turned Off
Dec 12	Season’s Greetings and Holiday Hours
Dec 7	New CSIO Habitational and Farm Insurance Applications
Dec 7	CNS Online Quoting for Non-Homeowner Policies (BC)
Nov 8	Type of Rating Field on Vehicle Details Tab for Commercial Vehicles
Oct 10	SGI CANADA Online Quoting for Auto Policies (ON)
Oct 3	TBW/TUW Email affected by Upcoming Changes to Office 365
Sept 17	SGI CANADA Online Quoting (ON)
Sept 14	Liability Operations/Receipts on Operations Tab (TUW), Add Multiple Lineage Contract Reference Numbers (TUW)
Sept 14	Economical Online Quoting and Real-Time Upload (AB)
Sept 10	Gore Mutual Online Quoting for Primary Home Policies (BC)
Sept 10	Intact New Business Upload (PE)
Sept 10	Changes to Auto IQ for Western Assurance (ON)
Aug 17	Print Production Report by Producer, Sub-Accounts Moved to Lists Menu
Aug 17	Water Coverage Endorsement for Germania (ON)
Aug 9	Short-Rate Cancellations for Wawanesa Auto Policies (ON and NS)
July 31	Changes to Auto IQ for RSA (ON)
July 24	Add Multiple Email Recipients Simultaneously, Search by Person’s First Name in Address Book
July 18	Short-Rate Cancellations for Wawanesa Auto Policies (NB and PE)
July 3	Economical Online Quoting and Real-Time Upload (ON and NS)
July 3	Auto Transact Abeyances Automatically Assigned to Account Rep
June 25	RSA Online Quoting (AB)
June 1	CNS Online Quoting (BC)
June 1	Matching Request Documents Marked as "Completed"
May 31	Economical Online Quoting and Real-Time Upload (NB and PE)
Mar 19	RSA Online Quoting (ON)
Mar 19	WA Online Quoting (ON)
Mar 19	Alternate Rows Shaded in Printed Internal Expiry Report
Feb 28	Water Coverage Endorsement for My Mutual Insurance (SK)
Feb 28	Enhancements to Mass Producer Change Feature, Void a Direct Bill Receipt
Feb 8	Family Day / Louis Riel Day Hours of Operation

 

2017	Title
Dec 19	Season’s Greetings and Holiday Hours
Nov 6	One Pay Discount Option for Intact Auto IQ (New Brunswick)
Oct 25	MMFI is now My Mutual Insurance
Oct 25	Enhanced Overland Water Coverage for The Commonwell (Ontario)
Sept 21	Additional Contact Details in Vendors List, Improved Flat Coverage Endorsement Transaction (TUW)
Aug 28	One Pay Discount Option for Intact Auto IQ (Nova Scotia)
Aug 24	Pembridge Usage Based Insurance (New Brunswick)
Aug 24	Pembridge Usage Based Insurance (Alberta)
July 24	Set Default Cash Drawer in Receipt Form as “None,” Underwriting Details Report in Persisted Farm IQ
June 20	Billing Type Column in Processed CSIO/I-Biz Report
May 24	Water Plus and Limited Sewer Backup Coverage for Peace Hills (Update)
May 24	Apply User Rights for Selected Feature to All ABDs, Additional Cash Drawer Credit Card Options
May 5	Water Plus and Limited Sewer Backup Coverage for Peace Hills (AB, SK, MB)
Apr 20	Additional Oil Tank Details in Heating Systems Dialog
Mar 31	SGI Online Quoting
Mar 31	SGI CANADA Credit Score Feature
Mar 29	Saskatchewan PST on Insurance - The Broker’s Workstation & The Underwriter’s Workstation
Mar 17	Improved Claims Sorting in Folder Details, Bordereaux Report Enhancements
Mar 10	Intact and Novex Usage Based Insurance (Alberta)
Feb 22	Minimize a Pink Card, Print Expiry Report by Producer

 

2016	Title
Dec 20	Set Default Area Code by User, Toggle Button in Word Processor
Dec 16	Season’s Greetings and Holiday Hours
Nov 23	Enlarged Printer Field in Printer Properties, Add Logo to Printed Payment Plan Schedule
Nov 8	November 11, 2016 Hours of Operation
Nov 2	Negative-Value Receipts Not Permitted in Client Folders
Sept 21	Expand/Collapse Policy Tree on Documents Tab, Print Multiple Email Messages from Folder Details
Aug 23	New Water Protection Coverage Endorsement for SGI CANADA (AB, SK, MB)
Aug 23	Abeyance Attention Alerts, Color-Coded Past Due Abeyances
Jul 25	Abeyance Checkbox when Creating New Client Folder, eDocs included in CSIO/I-Biz Processed Report
Jun 15	Preview Pane on Documents Tab
Apr 26	Additional Auto Claims Fields, Preset Improvements in Custom Financial Report
Apr 1	Payment Plan Option for Dominion Auto IQ (ON)
Apr 1	TBW/TUW Budget Feature, Custom Financial Report, Folder Check Out Report
Mar 17	Changes to Wawanesa’s Rating Structure (Maritimes)
Mar 17	Enhanced Water Damage Endorsement for Intact/Novex (MB)
Mar 17	Enhanced Water Damage Endorsement for Intact/Novex (Maritimes)
Mar 17	Enhanced Water Damage Endorsement for Intact (BC)
Mar 17	Enhanced Water Damage Endorsement for Intact/Novex (AB)
Mar 17	Change to IQ Summary Report for Peace Hills (MB)
Mar 2	Enhanced Water Damage Endorsement for Intact/Novex (ON)
Jan 28	Family Day/Louis Riel Day (February 15, 2016) Hours of Operation
Jan 28	Commercial Vehicle Rating No Longer Available for Economical (AB and ON)
Jan 27	Upgraded RCT Express, Accounting Drilldown, Folder Search by Code

 

2015	Title
Dec 30	Maintain Position in Documents List after Moving or Deleting Items
Dec 30	Online Training for RCT Express Available in January 2016
Dec 18	Season’s Greetings and Holiday Hours
Nov 27	Upgraded RCT Now Available to All Users, Trillium New Business Upload, Help File Update
Nov 5	November 11, 2015 Hours of Operation
Sept 30	Check Out Multiple Documents from Folder, Custom Inserts Enhancement, Accounting Attachments
Sept 24	Wawanesa Rate Update (Saskatchewan)
Jul 27	RCT Product Update Bulletin (2nd Quarter 2015)
Jul 24	CASL Email Consent Form and Report, Additional Fields in IQ Details
Jun 30	Intact Usage Based Insurance (NS)
Jun 15	Dominion Online Quoting (ON)
Jun 15	Chieftain Online Quoting (ON)
May 28	Updates to CSIO Habitational Application
May 05	Bank Account Control, Pending Payment List Enhancement
Apr 08	Open Documents from the Desktop, Filter Claims Report by Loss Date
Mar 12	Wawanesa Rate Update (Manitoba)
Feb 13	Family Day / Louis Riel Day (February 16, 2015) Hours of Operation
Feb 03	TBW/TUW Help File Update, New Procedure for Missing CSIO Documents
Feb 03	RCT Product Update Bulletin (4th Quarter 2014)

 

2014	Title
Dec 19	Season’s Greetings and Holiday Hours
Dec 04	RCT Product Update Bulletin (3rd Quarter 2014)
Dec 02	Word Processing Module Enhancement and New Chart of Accounts System
Nov 05	November 11, 2014 Hours of Operation
Oct 17	Lapse Notices for I-Biz Clients in CSIO Downloads
Oct 07	New Dynamic CSIO Habitational Application
Sept 03	Excel Import into Commercial IQ Schedules, Five-Cent Rounding of Cash Receipts
Sept 03	SGI Online Quoting (AB)
Sept 03	SGI Online Quoting for Farm Policies (SK)
Jul 24	Set Default Broker Codes per ABD, Documents List Search Tool
Jul 24	RCT Product Update Bulletin (2nd Quarter 2014)
Jun 20	SGI Prestige Coverage Type (SK)
May 12	SGI Online Quoting (SK)
May 12	Filter Expiry Report by Bill Type, Email Addresses in TBW/TUW Lists
May 01	Hail, Wind, and Water Endorsements added automatically for Intact/Novex
Apr 24	Intact Rating Enhancements (BC)
Apr 24	Intact/Novex Rating Enhancements (MB)
Apr 17	Print Expiry Report by Broker (TUW)
Mar 28	Important Information regarding Imported Third-Party Documents in TBW/TUW
Mar 26	Five Cent Rounding of Cash Receipts, Filter AR Report by Producer
Mar 26	RCT Product Update Bulletin (1st Quarter 2014)
Mar 26	Intact & Novex Usage Based Insurance (Ontario)
Feb 25	Mark Non-I-Biz Request Docs as Deleted, New Auto App in AB and Maritimes
Feb 19	Ontario Auto Changes Update
Feb 10	TBW One-Touch RIBO Form 1 Report
Feb 10	Family Day/Louis Riel Day (February 17, 2014) Hours of Operation
Jan 28	New Producer Levels and Assignments Grid in Group Folders
Jan 24	Changes to CGI Website
Jan 2	Folder Details Report, Email Dec Page directly from TUW, New ON Auto App
Jan 2	RCT Product Update Bulletin (4th Quarter 2013)

 

2013	Title
Dec 16	Season's Greetings and Holiday Hours
Nov 26	Ontario Auto Changes Update
Nov 25	Sort Documents List by Date, View Document already on Desktop
Nov 19	Ontario Auto Changes Update
Nov 18	Clarification regarding SGI Bulletin #34-13-10 - Habitational/Agro Quoter
Nov 07	November 11, 2013 Hours of Operation
Nov 05	Ontario Auto Changes Update
Oct 29	Ontario Auto Changes Update
Oct 25	Ontario Auto Changes Update
Oct 22	Integration with Hamilton Township Mutual Website
Sep 23	Search Tool on Activities Tab and Abeyance Tab in Folder Details
Sep 09	Wawanesa Golf Cart Liability added Automatically (Maritimes)
Sep 09	Wawanesa Golf Cart Liability added Automatically (MB and SK)
May 08	Manitoba PST Change
May 01	Enter Any Coverage Amount for Wawanesa Sewer Backup (all except MB and SK)
Apr 23	Golf Cart Liability required on Wawanesa Hab and Farm Policies (MB and SK)
Apr 19	RCT Product Update Bulletin (1st Quarter 2013)
Apr 19	Print Invoice from Desktop Tree, Dominion New Business Upload
Feb 26	Toolbar on Activities Tab in Folder Details, Additional Columns in Abeyance List
Jan 16	SGI CANADA New Business Upload, Intact Rec Vehicle New Business Upload
Jan 02	Include Deleted Policy Codes in Production Report

 

2012	Title
Dec 18	Season's Greetings and Holiday Hours
Nov 14	Improved Load Times for TBW/TUW
Oct 31	Old Policy Entry Conversion Deadline
Oct 30	Ledger Card Search Tool, Automated AR & AP Reconciliations
Oct 18	Modifications to the Wawanesa Application and Payment Slip
Oct 02	View CSR in Open a File Dialog, Access Credit Score Form from Policy Documents
Sep 25	RCT Product Update Bulletin (3rd Quarter 2012)
Aug 01	TBW now offers JEVCO New Business Upload!
Jul 26	TBW now offers Dominion New Business Upload!
Jun 27	Perform SGI BVS Calculation and Attach PDF Report to Client Folder
Jun 25	Enhanced Options for Pink Cards, New Auto Application for NS Brokers
Jun 25	RCT Product Update Bulletin (2nd Quarter 2012)
Jun 07	Expanded Integration Services to Merit Insurance Premium Financing Website
May 18	Override Commission Amount, Automated AR and AP Reconciliations
May 18	User Rights for Dec Pages, Export Lists to Excel, Save Mail Merge Settings & Results
May 03	Manitoba RST to be Applied to Insurance
Apr 03	Enhanced MAC Billing Details Form for Wawanesa Applications
Feb 13	Update for Ontario Brokers doing business with Economical, Waterloo, Perth
Jan 12	RCT Product Update Bulletin (4th Quarter 2011)

 

2011	Title
Nov 24	Expiry Report Update
Nov 16	Update for document released November 10, 2011
Nov 10	Update required for Maritime Brokers doing business with TEIG
Nov 10	Update required for BC Brokers doing business with TEIG
Nov 7	November 11, 2011 Hours of Operation
Oct 19	Important Information for TBW Users in BC
Oct 11	RCT Product Update Bulletin (3rd Quarter 2011)
Sep 15	One-Off Payees, Void Cheques, Mass Cheque Printing
Aug 25	Payment Slip updated with Reference ID for Wawanesa I-Biz
Aug 23	Update of Help Feature
	RCT Product Update Bulletin (2nd Quarter 2011)
Jan 11	RCT Top 10 Entry Mistakes and Helpful Tips 2010
Jan 11	RCT Product Update Bulletin (4th Quarter 2010)

 

2010	Title
Nov 17	Auto IQ Outline View, Attach Imported Documents to Any Document Type
Nov 5	Expanded Integration Services to SGI Canada's Websites
Oct 29	Quote Aviva and Aviva Traders for Ontario Auto
Aug 31	Show Abeyance Window on Login, Minimize Abeyance Window
Jul 22	View Activities and Abeyances on Documents Tab, Customizable Activity View
Jun 2	Broker Training Sessions
May 21	CSS Rogo Setup Document
Feb 18	View Abeyance Document and Client Folder, Template Categories
Jan 11	Export Mail Merge Results to Excel, View Transaction Details on Ledger Card

 

2009	Title
Nov 18	View Abeyance Document and Client Folder, Template Categories
Oct 16	Aviva New Personalized Rating System for BC Brokers
Aug 26	Permission for Unoccupancy Endorsement for Wawanesa Policies
Jul 31	Export Claims List to Excel, Export Closed Day Report to Excel
Jul 28	Thumbnail Viewer, Additional Details Automatically Entered in Auto IQ
Jul 8	Integration to SGI Canada and its Subsidiary Broker Websites
Jun 16	Enhanced Client Folder Search, View Additional Ledger Card Columns
Jun 9	User Activity Report, Google Maps, Wawa Broker Portal Update
Jun 9	* RESOLVED * Sub-Broker Change Issues
Jun 3	Sub-Broker Change Issues
May 25	Field Associations
May 25	Wawanesa IBiz Update
May 7	List Item Folders & Folder Groups
May 7	Convert Secondary Dwelling, Webconnect Enhancements
Apr 15	CSIO VPN Transition to Telus VPN
Feb 26	Transfer Policy between clients
Jan 29	Minimize RCT/Apps
Jan 21	Search by Client Classification, New Production Report

 

2008	Title
Dec 5	Import all docs, Motorcycle Vin Search, Enhanced Auto Cov Report
Sep 26	Email, Cash Drawer, Custom Payment Plans
Sep 26	New Product Updates - Email, Cash Drawer, and Custom Payment Plans
Sep 11	Commercial Component Release
Sep 8	Aviva Broker Roll-out
July 3	Minimizing IQ, Undo Client Checkout
Apr 23	Agency/Branch Naming, AP Tools
Mar 28	RCT Info Bulletin
Feb 1	Improved Date Control

 

2007	Title
Oct 30	Commercial Product Announcement
Oct 21	New WebConnects, Auto Post of JE after print, new Change Memo, & more
July	RCT Rate Update
Jun 25	Education/Occupation now required for rating
May 28	Bulk Services Charges, Bank Rec Rollup, Word Pro Improvements
Mar 8	Compare CSIO Static View, Additional User Rights, Convert IQ Type
Mar 7	Launch of Corporate Website

 

2006	Title
Dec 28	New RCT Evaluator
Oct	New Cheque Imaging Standard
Jul	A/R Report, Bank Rec Protection, I-Biz & IQ enhancements
Mar	Claims Updates, Vehicle Updates & Critical Abeyances
Feb	Claims Management Tool

 

2005	Title
Nov 28	New AB Auto App (January 2006)
Nov 4	Bank Reconciliation & AR Statement Changes
Aug 8	Bank Account Validation
Jun 15	Assign Producer to Folder
Mar 14	Delete/Decline EDE
Feb 21	Abeyance Default Setting, Coverage View, Cash Status Report, Transaction Entry
Feb 1	Production Report, Images

 

2004	Title
Dec 22	Document Controls and Filters, RCT Changes
Dec 13	WebConnect Enhancements
Nov 17	Driver Record Override, Type of VICC Rating
Aug 4	Auto Insurance Reform In Alberta and the New Premium Grid