# TBW - Broker Management System Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about TBW - Broker Management System Software - reviews, pricing plans, popular comparisons to other Insurance products and more. Source: https://www.capterra.com/p/200384/The-Broker-s-Workstation --- # TBW - Broker Management System Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on March 13, 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://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://rivalit.com/&name=TBW - Broker Management System) ## 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 (284) Value For Money 0.0 (0) Value For Money 4.7 (240) Customer Service 0.0 (0) Customer Service 4.9 (278) ## 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 Highest Rated [4.9 (258)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 99% of reviewers rated it above 4 stars [4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/) Starting price $200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [3.7 (75)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 63% of reviewers rated it above 4 stars ## 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, making it suitable for companies operating in the insurance sector. The vendor description does not specify a particular company size, so it appears aimed at brokerages of any size that need a system for managing insurance-related work. Features and Usability ### What are the key features of TBW - Broker Management System? TBW - Broker Management System offers commercial broker workflows with a customer portal, plus policy management, quote and estimate handling, claims management, and underwriting management. It also includes commission calculations, billing and invoicing, document management and storage, customizable reports, contact management, and accounting integration. Talk to an expert ### More questions? Ask our experts 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 materials for self-paced learning and 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. No reviewer feedback on support experience is available, so the available support channels can be listed, but response times, helpfulness, and common frustrations cannot be assessed from user comments. ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 TBW - Broker Management System 23 features Integrate with a third-party accounting system Track and document all activities across devices, networks, and other systems Create, manage, and send invoices or bills to customers Process of submitting and following up on claims with insurance companies Specialized for organizations who focus on commercial projects and processes Calculate employees' commissions based on certain rules Tracking, calculating, and paying commissions and earnings to employees Manage, organize, and store contact information A website or login for customers to access information Alter the layout and content of reports Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file Create, administer and manage insurance policies for various customers and insurance lines Captures invoice data and maintains comprehensive records for auditing and reporting purposes Store information about leads or contacts and track, manage and nurture them throughout the sales process Create, manage, and track policies and procedures within an organization Specialized for companies in property and casualty (P&C) insurance sector Generate quotes or estimates for customers Search and filter data across systems to locate required information by entering keywords or certain criteria Create, manage and track all task activities and progression Manage the review process to determine financial risk on a loan or application 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.