# 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

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# 

 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)[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

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Neutral

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Negative

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Contact vendor  
for pricing

Free trial  
not available

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## 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.

[4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/)

Starting Price

Contact vendor

Starting Price

$25

Per Feature, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.9 (247)

Value For Money

0.0 (0)

Value For Money

4.8 (241)

Customer Service

0.0 (0)

Customer Service

4.8 (227)

## TBW - Broker Management System alternatives

[4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/)

Starting price

$70.00

Per User, Per Month

[3.7 (73)](https://www.capterra.com/p/102928/EZLynx/reviews/)

Starting price

Contact vendor for pricing

[4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/)

Starting price

$200.00

Per User, Per Month

[0.0](https://www.capterra.com/p/190680/GO-INSUR/#reviews)

Starting price

Contact vendor for pricing

## 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

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## Pricing

### Starting price

Contact vendor  
for pricing

Free trial  
not available

## Integrations

[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)

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## 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

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