The Broker's Workstation - Product Benefits

	Product Benefits
	Product Features
		Client Relationship Management
		Home Evaluation
		IntelliQuote Rating
		Broker Management Accounting
		Web Connect
		I-Biz
	System Requirements

	Comprehensive business management solution for insurance brokers that takes care of every task from client details, home evaluation and rate comparisons to back office accounting functions

	Our exclusive “Update Utility” keeps The Broker’s Workstation (TBW) updated as frequently as every 24 hours. Always run the most current version.

	Very user friendly, easy to learn.

	The Broker’s Workstation features “drag and drop” for ease of operation.

	Business to Business Electronic Data Exchange (I-Biz) including renewals, new business, and endorsements with participating companies.

	CSIO EDI capability. Company upload/download features provide greater efficiency and accuracy than ever before.

	Capability to work detached for those brokers that travel with a laptop.

	Multi-agency and multi-branch functionality

	Enjoy unlimited Support with a toll free number. No limit to the number or duration of calls

	Customized security and access controls