TBW - Broker Management System Overview

TBW - Broker Management System is an insurance agency software designed to streamline operations and improve efficiency for insurance brokers and agencies. The platform offers tools for policy management, client relationship management (CRM), commission tracking, and document storage, providing a comprehensive solution for managing insurance processes. TBW allows businesses to automate workflows, track leads, and monitor client interactions, improving customer service and reducing administrative burdens. The software also includes features for managing claims, renewals, and reporting, ensuring that agencies stay on top of critical tasks. With its customizable dashboards and real-time analytics, TBW enables businesses to make data-driven decisions and optimize operations. Ideal for insurance agencies looking to improve productivity and customer satisfaction, TBW offers a robust, all-in-one platform to manage their business.

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Contact Details

  • Vendor Name Rival Insurance Technology
  • Founded
  • Location Canada

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Financial Services, Insurance

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TBW - Broker Management System Features

  • Arrow Icon Billing & Invoicing
  • Arrow Icon Customer Portal
  • Arrow Icon Commission Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Claims Management
  • Arrow Icon Reinsurance Administration
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Broker/Agent Portal
  • Arrow Icon Risk Assessment
  • Arrow Icon Underwriting Management
  • Arrow Icon Document Management
  • Arrow Icon Insurance Rating
  • Arrow Icon Contact Management
  • Arrow Icon Insurance Policy Management
  • Arrow Icon Document Management
  • Arrow Icon Claims Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Property & Casualty
  • Arrow Icon Commission Management
  • Arrow Icon Policy Management
  • Arrow Icon Life & Health
  • Arrow Icon Workflow Management
  • Arrow Icon Audit Trail
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Activity Tracking

TBW - Broker Management System Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • CAD ($) CAD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

TBW - Broker Management System FAQs

TBW - Broker Management System is an insurance agency software designed to streamline operations and improve efficiency for insurance brokers and agencies. The platform offers tools for policy management, client relationship management (CRM), commission tracking, and document storage, providing a comprehensive solution for managing insurance processes. TBW allows businesses to automate workflows, track leads, and monitor client interactions, improving customer service and reducing administrative burdens. The software also includes features for managing claims, renewals, and reporting, ensuring that agencies stay on top of critical tasks. With its customizable dashboards and real-time analytics, TBW enables businesses to make data-driven decisions and optimize operations. Ideal for insurance agencies looking to improve productivity and customer satisfaction, TBW offers a robust, all-in-one platform to manage their business.

  • No, TBW - Broker Management System does not offer a free version.

  • Yes, TBW - Broker Management System offers a free trial.

  • No, Credit Card details are not required for the TBW - Broker Management System trial.

  • No, TBW - Broker Management System does not offer an API.

  • TBW - Broker Management System offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • TBW - Broker Management System offers training with the following options:
    • Live Online , Webinar , Documentation , Videos

  • TBW - Broker Management System supports the following languages:
    • English

  • Following are the typical users of the TBW - Broker Management System:
    • Self-Employed , Small-Business , Midsize-Business

  • TBW - Broker Management System supports the following deployment:
    • Cloud Hosted

  • TBW - Broker Management System supports the following devices and operating systems:
    • Web-Based