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Standards | eDocs
Standards | eDocs

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?

Logiciels Deltek Inc. Obtains CSIO Certification for eDocs

The Centre for Study of Insurance Operations (CSIO) is pleased to announce that Deltek has achieved CSIO Certification for its eDocs solution. Read more

RSA Obtains CSIO Certification for eDocs

The Centre for Study of Insurance Operations (CSIO) is pleased to announce that RSA Canada has obtained CSIO Certification for eDocs. Read more

Read more eDocs press releases here

Video: Leveraging eDocs in Gore Mutual's Paperless Environment

CSIO Certification for eDocsCSIO Certification Mark

CSIO is offering CSIO Certification to technology vendors and insurance carriers for eDocs insurance solutions.

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].

eDocs Dashboard

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Please email standards@csio.com if you notice missing or outdated information in the table below.

L = Live with all brokers using this vendor, regardless of BMS version

Insurer Broker Management System
  Applied CSSI

Deltek1

Keal Power Broker
Aviva Canada Inc.
L L   L L
Economical Insurance
L L L L L
Germania Mutual Insurance   L      
Gore Mutual L L   L L
The Guarantee Company of North America L3 L3   L3 L3
Intact Insurance
L L L L L2
Kings Mutual Insurance Company L L   L L
Northbridge Insurance L     L  
Peace Hills Insurance L L     L
Portage Mutual Insurance
L L   L L
RSA Canada
L L   L L
SGI Canada
  L   L  
Unica Insurance L L   L L
Travelers Canada L L   L L
Wawanesa Mutual Insurance Company   L   L  

¹ Available in Quebec only.

2 Available in all provinces except Quebec.

3 Available in Ontario only.


eDocs Testimonials

"Before CSIO eDocs, we’d have to ask the client to hold on while we logged into the portal, looked up their file and downloaded their copy of the document. That’s a 60-90 second process. With eDocs, it’s instantaneous because it’s right on the activity log in the BMS. So we’d pull it up in literally seconds."

Rick Dresher

-Rick Dresher, President, Affiliated Insurance in A Broker's Success with eDocs [PDF], Ontario Broker (April 2013)

"The CSIO working groups were instrumental in developing the XML eDocs standard because they allowed us to bring together insurance professionals from across the industry.”

Hans Gantzkow
-Hans Gantzkow, Senior Architect and Analyst, CSIO

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.