CBS 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 tool.
Integration with other desktop technologies including word processing, spreadsheets and Document Management Interfaces provides a complete information processing solution.
Scalable software architecture and extensive end user customisation options allow brokers to create a unique solution to their individual processing requirements. Customisation extends to most aspects of system operation - risk construction, policy construction, claims information, reporting and the content and appearance of documentation.
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Latest Version of CBS
CBS WebAccess: 4.4