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The Broker's Workstation

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Software Status:Active

About The Broker's Workstation

The Broker's Workstation is a comprehensive software platform from Rival Insurance Technology designed for insurance brokers. It provides tools for managing client relationships, tracking policy details, and generating reports so brokers can efficiently operate their business. This platform includes features like client management, policy tracking, and document generation which helps improve workflow and productivity. Users can access real-time data to ensure they are informed on critical client needs and market changes. Key capabilities: client management policy tracking document generation reporting tools real-time data access Best for: insurance brokers that need an organized system for managing client information and policy details.

The Broker's Workstation Details

Vendor
Rival Insurance Technology
Year Launched
1991
Location
Toronto, Ontario CA
Deployment
cloud
Training Options
demo, account manager, community
Countries Served
Canada
Languages
English, French
Users
Insurance Brokers, Commercial Insurance Agents, Underwriters, Risk Managers, Actuaries, Claims Adjusters.
Industries Served
Commercial Insurance, Insurance
Tags
Insurance Software, The Broker's Workstation

The Broker's Workstation's In-App Market Place

Does The Broker's Workstation have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD ($), CAD ($), CHF (CHF), HKD (HK$), CNY (¥), SEK (kr), NOK (kr), SGD ($), RUB (₽)

Pros & Cons

  • 1. Comprehensive, All-in-One Solution: TBW offers a fully integrated suite of tools encompassing quoting, underwriting, CRM, accounting, and commercial policy management, providing brokers with a single system for core operations.
  • 2. Strong Rating & Quoting Capabilities (IntelliQuote): The IntelliQuote module supports real-time rating for multiple insurance lines, a vast number of rate manuals, and both API and direct company rating, streamlining the quoting process significantly.
  • 3. Integrated Accounting Module: The tightly integrated accounting module with single-entry, drill-down, paperless options, and robust reporting simplifies financial management and provides operational insights.
  • 4. Enhanced Connectivity via WebConnect: WebConnect single sign-on offers easy access to a broad network of carriers and service providers, improving broker efficiency in accessing external resources.
  • 5. Cloud-Hosted with Automatic Updates: Cloud hosting provides accessibility, security, and stability, while automatic updates ensure brokers always have the latest features and accurate rating information without IT overhead.
  • 1. "Fully Integrated" - Potential Rigidity (Inferred): systems can sometimes be less flexible when trying to integrate with external systems outside of the TBW suite if needed in the future.

The Broker's Workstation's Support Options

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