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What is TBW (The Broker's Workstation)?

The Broker's Workstation (TBW) is a comprehensive SEMCI solution tailored for insurance brokers across Canada. This all-in-one suite of automation tools facilitates the operations related to property and casualty insurance, enhancing brokerage efficiency. Leveraging CSSI's cutting-edge, real-time technology, TBW is consistently updated to ensure brokers can stay ahead of the competition while providing exceptional service to their clients. The system seamlessly incorporates IntelliQuote for rating and underwriting, streamlining processes to boost broker productivity. IntelliQuote encompasses the rating, quoting, and underwriting functions for various types of insurance, including Home, Tenant, Condo, Personal Auto, Commercial Auto, and Agricultural policies. It offers real-time upload and rating capabilities, along with features like CSIO application generation and pink card uploads directly to companies. Furthermore, TBW supports manuals for an extensive network of 1,800 insurance companies, regions, and lines, and provides access to both API and direct company ratings to enhance operational effectiveness. With these comprehensive features, brokers are equipped to navigate the complexities of the insurance market with greater ease.

What is BOAST?

Experience the serenity that comes with optimized business operations through our comprehensive platform, specifically crafted to assist you in attracting more clients while managing your workflows, all for an accessible $25 per user each month. Uncover the considerable reductions in time, expenses, and stress that our service can offer. Sign up now for a risk-free, tailored trial that meets your needs! Remote Workstation, designed for today’s workforce, enhances the outstanding functionalities of BOAST's proven business operations system to align perfectly with your team's unique needs. Developed by innovative professionals for equally forward-thinking individuals, BOAST Workstation is compatible across all devices, including both iPhone and Android. It acts as the perfect alternative to cumbersome, standalone applications that frequently come with elevated costs and minimal return on investment. Effortlessly engage, track, and close every potential lead while smoothly managing projects without delays or missed deadlines. The entire package, including setup, training, and ongoing support, is covered within the license fee, ensuring a seamless experience. Join the ever-increasing community of businesses embracing a more effective approach to work, and witness the transformation for yourself. Your journey towards efficiency starts here!

Media

Media

Integrations Supported

Zoom

Integrations Supported

Zoom

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$25 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Rival Insurance Technology

Date Founded

1991

Company Location

Canada

Company Website

rivalit.com/solutions/brokers/tbw-broker-management-system/

Company Facts

Organization Name

BOAST Groupware

Date Founded

2016

Company Location

United States

Company Website

boastgroupware.com

Categories and Features

Commercial Insurance

Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Policy Management
Quote Management
Reinsurance Administration
Risk Assessment
Underwriting Management

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Categories and Features

Collaboration

Brainstorming
Calendar Management
Chat / Messaging
Contact Management
Content Management
Document Management
Project Management
Real Time Editing
Task Management
Version Control
Video Conferencing

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