eDocs

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?


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Trillium Mutual Insurance Company Obtains CSIO Certification for Personal Lines eDocs

Trillium Mutual has achieved CSIO Certification for its personal lines eDocs solution. Read more

Insly Ltd. Obtains CSIO Certification for Personal Lines eDocs

UK-based insurance software provider Insly Ltd. has achieved CSIO Certification for its personal lines 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

CSIO Certification for eDocs

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

White Paper: Going Paperless with Commercial Data Standards

 

Click here to download the PDF

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 

View companies that achieved CSIO Certification for eDocs.

eDocs Testimonials

 

Rick Dresher

“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, President, Affiliated Insurance in A Broker’s Success with eDocs, Ontario Broker (April 2013)

 

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.

Related Links