CBS Modules Overview

CBS is designed using Open Systems Standards to deliver a complete management system. Modular in design CBS is a set of building blocks that can be customised for the individual user and which will readily adapt to the incorporation of new technologies as these become available.

The following CBS modules are available:

• Client/Prospect Management
• Quotation and Policy Recording
• Accounts Payable
• Accounts Receivable
• Sundry Accounts Payable
• Claims Management
• Claims Accounting
• Underwriting Agency System
• Client Budgeting
• Time Cost System
• Integrated General Ledger


All of these modules are linked by a Workflow Automation System, which provides activity tracking and connects all modules of the system to provide a structured approach to your business requirements, automate processing functions and ensure the appropriate Evidence of Cover and E&O exposure are catered for.

Other CBS Services and Augments:

    • Customer Self Service - Provide your clients with a secure and fully customisable policy/claims/accounting information site. Your clients can retrieve answers for their relevant information queries allowing your business to allocate employee resources more efficiently.

    • CBS WebAccess - Access core CBS features via your internet browser.