# 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. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [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 \- Neutral \- Negative \- Contact vendor for pricing 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. [4.9 (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 Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars [3.7 (74)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 62% of reviewers rated it above 4 stars [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 ## 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 Contact vendor for pricing 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)