CASS Wizard is a web application to help insurance brokers and agents protect client/insurer money and support CASS Compliance.

It includes tools to enable management to efficiently create and maintain the following:

CASS Wizard is a practical and effective  tool to help management develop a well founded confidence that client and insurer money is protected and the firm is  CASS compliant.

If you would like to find out more then please contact us.