Vendors

This is a high level overview of the various meetings that CSIO holds during the year, the content and the type of person that should attend.

All meetings are full day unless otherwise indicated below or by the agenda that is e-mailed prior to all meetings.  A list of scheduled meetings are posted on the CSIO website under “Calendar of Events”. (Click here )

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National Standards Workgroup – Are held 3 times a year. At least one is held in Montreal.

Agenda and minutes are provided for all meetings for all participants and CSIO members.

Content:  EDI and XML Standards are discussed – they are derived from the maintenance requests (MRs and XMRs) received from our members. MRs are for Personal Lines EDI and XMRs pertain to XML maintenance requests for either commercial and personal lines including claims. We also give updates on forms, implementation issues, projects, surveys, industry announcement and recommendations passed along via our Special Workgroups.

Contact or CSIO meeting Chair: 
For EDI Francine Davis by phone 416-360-1773 ext.2322 or by e-mail at fdavis@csio.com
For XML Dean Bottschen by phone 416-360-1773 ext 2317 or by e-mail at dbottschen@csio.com

Suggested Attendee: Usually your assigned Standards representative – one who has experience with CSIO Standards (EDI or XML) and is very comfortable with the business requirements of their organization.

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Special (Standards) Workgroup – set up on an “as required basis” generally 2-4 per year.

Content:  For EDI (Personal Lines) or XML (Commercial or Personal Lines) and Forms.  The meetings are used to address a specific Standards issue or series of issues or can involve Forms development. Special Workgroups are usually called at the request of the National Standards Workgroup or by CSIO in order to deal with maintenance requests/focused topics that are too detailed to handle at the National Standards Workgroup (often due to time constraints and/or complexity of issue).

Contact or CSIO meeting Chair:  It varies depending on the area of expertise (e.g. Forms, EDI, XML, etc.) but in all cases, CSIO staff will announce the Workgroup with an invitation and an agenda for all meetings and deliver a set of minutes post-meeting.

Suggested Attendee: Based on agenda and invitation notification. For example, if  it an EDI agenda item, then an EDI person should attend.

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e-Partners Forums –EPOF (Open Forum) and EPVFs (Vendor Forums) - twice a year as needed, held in either Toronto or Montreal as demanded by our members.

Content:  These forums address broker, insurer and BMS/vendor standards implementation concerns between trading partners.  The “Open Forum or EPOF” is for any issues common across all CSIO trading partner lines. For example, CSIOnet or say the handling of a specific data element group in data transmission.  The EPVFs (vendor Forums) on the other hand are closed door (by BMS/vendor) for each of the main software solutions and currently are focused on EDI implementation matters.  Companies and the specific BMS/vendors that they do business with are then able to discuss in private any implementation issues.  All issues are documented through the PDR process (initially logged as Problem Determination Reports].  PDRs can be filed over the CSIO website by any CSIO stakeholder –insurer, BMS/vendor, broker and can involve one or more trading partners.

Contact or CSIO Chair: Email Francine Davis fdavis@csio.com or by phone at 416-360-1773 ext.2322 

Suggested Attendee: Someone who has some technical and business expertise (EDI) and has a working knowledge of the Standards and is very familiar with BMS/vendor systems.