CHSI Connections

Surprisingly Affordable Insurance Software Solutions

The CHSI Connections Management System is much more than just a policy management system

CHSI ConnectionsConnections was built by insurance program administrators for insurance program administrators. We speak your language and understand how you do business. You’ll not only see it in how Connections is built, but in how our team supports you as a user. We believe that you’ll come for the software and stay for the service.

CHSIWe’re In The Cloud!

Cloud based means that you access Connections through any web browser, from where ever you are. And because we offer Connections as a software as a service (SaaS) product, you are always using the most current version – so you never have to upgrade! It also means that you have no additional hardware or software to purchase. And, because we use Microsoft’s Azure cloud hosting platform, you can rest assured that your data is safe and will be available to you whenever and wherever you need it.


Our Client Relationship Management (CRM) module has powerful workflow tools that allow you to manage every aspect of your portfolio. Our calendaring tools ensure that you never miss an important date and our task management system ensures that important tasks are completed on time. And, sharing important policy holder information with everyone on your team couldn’t be easier with our notes system. Not to mention the ability to create custom fields to collect data the way you want to!

CHSIPolicy and Underwriting Administration

Forget the spreadsheets and your old legacy underwriting system! Connections has a powerful rules based multi-state underwriting module that will save you time by automating the collection of information and the creation of quotes, endorsements, cancellations, audits and renewals. And, we can provide a customized, professional look and feel for all of your outbound documents and policy forms.

CHSIBilling & Receivables

Premium and contribution billing can be complex and we know that the typical accounting system isn’t always up to the task. That’s why our billing module allows you to easily carve premium and contribution dollars into the manageable pieces that you need to adequately report from. You’ll be blown away by the ease and power of our earnings and commissions reports, especially if you are still doing them manually! We even export the data into your accounting systems so that you can use your own tools where needed.

CHSIClaims Integration

You probably have a favorite claims management system or work with a TPA, so we have created a module to seamlessly integrate with your existing system, wherever it may be. This allows us to import loss and claims data into Connections, and port to our underwriting module to quickly create loss runs, loss ratios, adjustor notes, and frequency reports. This way Connections can provide your entire organization with access to the loss and claims data they need when they need it.


Policy holder and Broker portals provide self-service access to policy information, claims intake and review, online bill pay and more. You can even run your annual data collection process through them for renewals with our questionnaire module.

CHSISelect The Features You
Want and Need

While our feature rich software has over forty modules, you select just the ones you want and need to run your operation. Why pay for software bundles with feature that add no value to the way you run your business.*

*Some modules have dependencies. Talk to one of our engineers to learn more.