The Brokers Workstation

Product: The Brokers Workstation

Type: Broker Management System

Location: Virden, Manitoba

The Broker’s Workstation (TBW)

Pathway and TBW combine to give today’s broker all the tools needed to conduct business faster and more effectively. Using this powerful integration, agents and their customer support team can effortlessly write new policies, process speedy renewals, and so much more.

Integration Features Include

  • Edelivery
  • Trigger Emails Using Suspenses
  • Questionnaires
  • Follow-up Notifications and Reminders for Staff

About TBW

Founded in 1991, Custom Software Solutions Inc. is one of the fastest growing automation software suppliers to the Canadian Insurance Industry. Custom Software currently employs over 125 staff members consisting of insurance industry professionals, certified computer technologists and programmers, trained support staff, and certified general accountants. The combination of insurance experience and technological expertise has enabled this team to develop and market a user-friendly automation system that takes into account all aspects of a working brokerage. Custom Software provides end-to-end information technology solutions to over 433 Brokerage offices across Canada. To learn more visit: https://www.cssionline.com/products/brokersworkstation/#features

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