addresses all of a broker’s requirements from
client and prospect management, to quotations, policy
recording and tracking, document production, client
budgeting, and claims management.
More than just a broking system CBS provides a high
level of interaction between the broking functions and
financial reporting to provide a comprehensive management
Integration with other desktop technologies including
word processing, presentation graphics and spreadsheets
provides a complete information processing solution.
Scalable software architecture and extensive end user
customization options allow brokers to create a unique
solution to their individual processing requirements.
Customization extends to most aspects of system operation
- risk construction, policy construction, claims information,
reporting and the content and appearance of documentation.