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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Our adaptable product framework allows you to create captivating products and experiences that resonate with your customers' needs. You can develop any kind of insurance offering tailored for specific regions and choose your preferred distribution methods. Whether you want to establish traditional lines of business or innovate for the future, you can do so with ease and minimal effort. At Socotra, we consider our platform to be dynamic software that evolves over time. As the pioneering true-cloud solution for insurance, we provide continuous, automatic, and complimentary upgrades. This ensures that Socotra consistently expands, incorporating new features and enhancements. Consequently, you receive fully functional, current software without disruptions or additional costs. From day one, Socotra is designed to be a ready-to-use product, eliminating the need to invest your valuable resources into a custom solution for your project. This enables you to begin configuring your insurance products immediately and experience tangible benefits right from the start. Ultimately, our goal is to empower you to focus on your core business while we manage the complexities of software evolution.

Description

TBW Integrated Management System (The Broker's Workstation), is a fully integrated SEMCI for insurance brokers in Canada. The Broker's Workstation is a fully-integrated suite of automation tools that support the operations and brokerage of property and casualty insurers. TBW, built with CSSI's real-time, industry-leading technology, is continually enhanced to help brokers remain competitive and better service their customers. TBW integrates IntelliQuote rating and underwriting into one system to maximize broker efficiency. IntelliQuote combines rating, quoting and underwriting for Home/Tenant/Condos, Personal Autos, Commercial Autos and Agro. Upload and rating in real-time. CSIO application generation and pink cards with direct upload to company capabilities. Manuals for 1,800 Insurance Companies/Regions/Lines are supported. API and direct company ratings are available.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Coherent

Integrations

Coherent

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Socotra

Founded

2014

Country

United Statess

Website

www.socotra.com

Vendor Details

Company Name

Rival Insurance Technology

Founded

1991

Country

Canada

Website

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

Product 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

Product 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

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