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 (TBW) by Rival Insurance Technology is a comprehensive insurance software designed to streamline the operations of property and casualty insurance brokers. Its primary purpose is to provide a fully integrated suite of automation tools that enhance efficiency and competitiveness. Key features include IntelliQuote for rating, quoting, and underwriting, real-time rating and upload capabilities, and CSIO application and pink card generation. The user interface of TBW is designed with user-friendliness in mind. It offers a clean and intuitive layout that allows brokers to navigate through various functions effortlessly. The integration of Outlook and webmail for broker email, along with abeyances and activities for easy follow-up, adds to the overall ease of use. Unique design elements such as WebConnect single-click sign-on provide seamless access to a wide range of insurance carriers, vendors, and service companies. Functionality and features are where TBW truly shines. The software supports a wide range of insurance products, including Home/Tenant/Condo, Personal Auto, Commercial Auto, and Agro. It offers real-time rating and upload, API rating, and direct company rating.
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.
Features
Key features
TBW is a truly integrated system designed for insurance brokers, offering Single Entry, Multiple Company Interface (SEMCI) capabilities, streamlining workflows and data entry across different insurance companies.
This module provides real-time rating and underwriting for multiple lines of insurance (Home, Auto, Commercial, Agro), supporting various rate manuals and offering API and direct company rating options, simplifying and accelerating the quoting process.
The accounting module is tightly integrated with all other modules, providing single-entry accounting, drill-down capabilities, paperless document attachments, and customizable reporting for efficient financial management and operational monitoring.
WebConnect offers brokers single-click access to a wide network of insurance carriers, vendors, and service companies, improving connectivity and ease of access to essential external platforms.
Being cloud-hosted, TBW provides secure and stable access to the software from anywhere, while automatic updates ensure users always have the latest features and accurate quoting without manual intervention.
Built on the Rival Platform, TBW leverages cutting-edge technology, providing brokers with a competitive advantage through continuous enhancements and a modern technology foundation.
Additional features
TBW is presented as a complete system that integrates various functionalities required for insurance broker operations.
It's a Single Entry, Multiple Company Interface solution, emphasizing efficiency in data entry across multiple insurers.
TBW is a suite of automation tools designed to streamline workflows and processes for insurance brokers.
Built on the Rival Platform, inheriting its technological capabilities and future developments.
The system is constantly being updated and improved to maintain a competitive edge for users.
A module focused on rating, quoting, and underwriting for various insurance lines.
Offers immediate rating calculations and data upload functionalities.
Supports rating and underwriting for a wide range of personal and commercial insurance lines.
Generates CSIO (Canadian industry standards) applications.
Enables the creation of pink cards (proof of auto insurance).
Allows for directly uploading applications and data to insurance companies.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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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
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
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
Email Address
support@rivalit.comContact
1-888-840-3493The Broker's Workstation's Alternatives
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