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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?

Commercial eDocs 101 for Brokers

Brokers hold over 90% market share in commercial lines. How can eDocs help? Our latest Advisory Centre explains. Read more

Wawanesa Insurance Obtains CSIO Certification for eDocs

The Centre for Study of Insurance Operations (CSIO) is pleased to announce that Wawanesa Insurance has achieved CSIO Certification for its eDocs solution. 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: CSIO Discusses eDocs at IBABC Conference


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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

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

Insurer Members
Date Certified
Northbridge October 1, 2013
The Guarantee December 6, 2013

January 24, 2014

March 11, 2014

RSA March 20, 2014
Gore June 4, 2014
Peace Hills July 4, 2014
SGICoachman September 25, 2014
Wawanesa Insurance  November 3, 2014

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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