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Standards | eDocs
Standards | eDocs

eDocs - Enabling Streamlined and Efficient Broker Workflows

eDocsMany 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?

Portage la Prairie Mutual Insurance Company Obtains CSIO Certification for eDocs

CSIO is pleased to announce that Portage has achieved CSIO Certification for eDocs. Read more

Chubb Insurance Company of Canada Obtains CSIO Certification for eDocs

CSIO is pleased to announce that Chubb has achieved CSIO Certification for eDocs. Read more

Read more eDocs press releases here

eDocs Savings Calculator

This calculator allows brokers to:

  • Calculate the daily, monthly and yearly cost savings gained with eDocs
  • Calculate the daily, monthly and yearly time savings gained with eDocs
  • Quantify, with hard numbers, why brokerages should implement eDocs


Video: eDocs for Commercial Lines


Click to enlarge

CSIO Certification for eDocs

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

CSIO Certification Mark

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].

CSIO Certified for eDocs (Personal Lines)

We congratulate the following companies on achieving CSIO Certification for eDocs.

Insurer Members
Date Certified
Vendor Members
Date Certified
Northbridge October 1, 2013 Applied October 10, 2013
The Guarantee December 6, 2013 Brovada

October 22, 2013


January 24, 2014


November 20, 2013


March 11, 2014


December 4, 2013

RSA March 20, 2014 MASTERCOM

February 4, 2014

Gore June 4, 2014 Deltek

March 27, 2014

Peace Hills July 4, 2014    
SGICoachman September 25, 2014    
Wawanesa November 3, 2014    
Unica December 18, 2014    
February 19, 2015    
March 2, 2015    
Portage April 22, 2015    

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.

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