eDocs - Enabling Streamlined and Efficient Broker Workflows
Many brokers and insurers from across Canada have already implemented CSIO XML eDocs and the adoption rate is increasing as they learn about the substantial benefits of the standard.
What's New in eDocs?
Video: The Benefits of eDocs
Latest eDocs Implementation Guide
This guide provides the necessary information to support an initial implementation of eDocs using CSIOnet. The document targets the developers and analysts responsible for an eDocs deployment.
Access XML eDocs Implementation Guide on the Standards Training and Supporting Documents page [requires login].
Which insurers have released eDocs and to which markets? This dashboard will keep you informed. Check back often, as regular updates will be made.
Please email email@example.com if you notice missing or outdated information in the table below.
L = Live with all brokers using this vendor, regardless of BMS version
¹ Available in Quebec only.
2 Available in all provinces except Quebec.
How do I implement eDocs?
Contact your BMS vendor and ask about implementing the CSIO eDocs standard to realize the benefits of improved efficiency, customer service and profitable growth.