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, presentation graphics and spreadsheets 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.
Fire Services Levy Information
A levy was introduced at the NSW Government Mini-Budget to fund the NSW State Emergency Service (SES) through the existing statutory contributions framework. The new provisions are to be supported by back office reforms across the SES, the NSW Rural Fire Service and NSW Fire Brigades. Ebix has produced a reference guide outlining the changes to CBS, download it here