--- title: "TBW - Broker Management System Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about TBW - Broker Management System Software - reviews, pricing plans, popular comparisons to other Insurance products and more." source_url: "https://www.capterra.com/p/200384/The-Broker-s-Workstation/" page_type: "product" language: "en" --- # TBW - Broker Management System Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support) TBW - Broker Management System ## What is TBW - Broker Management System? TBW is a true fully integrated SEMCI solution for insurance brokers and agents. TBW's fully integrated suite of automation tools includes IntelliQuote Rating and Underwriting, Customer Relationship Management tools, BMS Accounting and Reporting, Commercial Policy tools and more. Designed by brokers for brokers. ## What is TBW - Broker Management System used for? [Commercial Insurance](https://www.capterra.com/commercial-insurance-software/)[Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for TBW - Broker Management System?[Manage this product listing](https://www.g2.com/products/rival-platform-and-marketplace-rpm/claim_requests/new?auto=true) ## TBW - Broker Management System Overview Updated September 2026 AI summary TBW - Broker Management System supports small insurance businesses with tools for policy and claims management, commission handling, document organization, and workflow tracking. Designed for the insurance sector, it offers features such as activity tracking, property & casualty support, and insurance rating. Deployment options include cloud, web-based, and Windows installations, with integration available for Microsoft Outlook. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### TBW - Broker Management System 0.0 VS. [4.7 (284)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price Contact vendor Starting Price $70 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.7 (7) Value For Money 0.0 (0) Value For Money 4.7 (7) Customer Service 0.0 (0) Customer Service 4.9 (7) ## TBW - Broker Management System alternatives [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 55% of reviewers rated it above 4 stars [0.0](https://www.capterra.com/p/190680/GO-INSUR/#reviews) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [JAVLN Platform](https://www.capterra.com/p/209349/JAVLN/) [4.4 (7)](https://www.capterra.com/p/209349/JAVLN/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/209349/JAVLN/) [Creatio AI CRM](https://www.capterra.com/p/130149/bpm-online-CRM/) [4.7 (151)](https://www.capterra.com/p/130149/bpm-online-CRM/reviews/) Starting price $40.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130149/bpm-online-CRM/) ## FAQs about TBW - Broker Management System Overview ### What company size and specific industries is TBW - Broker Management System built for? TBW - Broker Management System is designed for insurance brokers and agents of any company size, including small agencies, mid-market firms, and larger broker organizations. It is built for the insurance brokerage sector rather than general business use. Features and Usability ### What are the key features of TBW - Broker Management System? TBW - Broker Management System offers commercial brokerage tools and a customer portal, plus insurance policy management, claims management, and underwriting management. It also includes commission calculations and commission management, billing and invoicing, accounting integration, document management with storage and templates, and customizable reports for tracking leads, contacts, tasks, and workflows. Integrations ### Which third-party tools and platforms does TBW - Broker Management System integrate with? TBW - Broker Management System connects natively to Microsoft Outlook. Getting Started and Support ### What training and onboarding options does TBW - Broker Management System offer? TBW - Broker Management System provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer written and visual reference material for self-paced learning and feature review. Getting Started and Support ### What customer support options does TBW - Broker Management System offer? TBW - Broker Management System provides Email/Help Desk, a Knowledge Base, Phone Support, and Chat. User feedback on support quality is not available in the catalog data, so no claims can be made about response times, helpfulness, or common support frustrations. ## Features AI summary Based on 470 Insurance reviews Not all insurance software covers every must-have feature. Here is what Capterra reviewers flag as essential when choosing a solution: - **Payment Processing** (**64%** of reviewers rated this feature as critical) - **Insurance Policy Management** (**56%**) - **Policy Management** (**52%**) TBW - Broker Management System includes **Insurance Policy Management** and **Policy Management**, giving insurance teams a way to organize policy details, track coverage information, and manage policy lifecycles more efficiently. However, it does not offer **Payment Processing**. Instead, it provides other features that reviewers also value, including **Document Management** (**53%**), **Activity Tracking** (**46%**), and **Quotes/Estimates** (**43%**). These features help businesses keep records organized, monitor broker and client interactions, and prepare accurate pricing information, allowing teams to manage day-to-day insurance operations with better visibility and control. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Accounting Integration Integrate with a third-party accounting system Activity Tracking Track and document all activities across devices, networks, and other systems Billing & Invoicing Create, manage, and send invoices or bills to customers Claims Management Process of submitting and following up on claims with insurance companies Commercial Specialized for organizations who focus on commercial projects and processes TBW - Broker Management System 25 features ### All Features - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Activity Tracking: Track and document all activities across devices, networks, and other systems - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Claims Management: Process of submitting and following up on claims with insurance companies - Commercial: Specialized for organizations who focus on commercial projects and processes - Commission Calculations: Calculate employees' commissions based on certain rules - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Commissions: Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal - Contact Management: Manage, organize, and store contact information - Customer Portal: A website or login for customers to access information - Customizable Reports: Alter the layout and content of reports - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Document Templates: Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file - Insurance Policy Management: Create, administer and manage insurance policies for various customers and insurance lines - Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Policy Management: Create, manage, and track policies and procedures within an organization - Property & Casualty: Specialized for companies in property and casualty (P&C) insurance sector - Quotes/Estimates: Generate quotes or estimates for customers - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Task Management: Create, manage and track all task activities and progression - Underwriting Management: Manage the review process to determine financial risk on a loan or application - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available ## Integrations [ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.