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Brokers



To register your Brokerage with CSIO, and get all the Standards News click here to download registration form and send completed form to Dean Bottschen at dbottschen@csio.com.

EDUCATION
"Demystifying EDI" seminar

Enhance your understanding of EDI by attending this one day seminar designed for Insurance Brokers.
The course takes a look at the EDI environment as a whole and offers tips on how to make EDI more efficient regardless of your Broker Management/Vendor system. The course is not designed to address specific EDI/Vendor issues.

Some of the topics covered include:
  • Role of CSIO, Insurers and Broker Management/Vendor Systems in EDI
  • Use of Standards versus EDI
  • Upload and Download
  • Common data errors and how to avoid them
  • Edits
  • CSIOnet

The workshop in the past has been registered as "RIBO - approved" and qualifies for a 6 1/2 hour Management credit.

For information on the next available course, please contact Francine Davis at fdavis@csio.com.

 


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