Benefits of CSIO Membership

As the insurance industry continues to face new challenges with ever-growing competitive demands - now more than ever - we need to excel at how we manage the information that drives our businesses. The need to develop faster, better and cheaper methods of collaboration and data sharing has never been greater.

That’s why CSIO plays a leadership role in providing an open forum for our members to collaborate on developing and enhancing data standards. CSIO members seek ways to improve the competitiveness of the broker channel as the P&C industry continues to evolve. Brokers become members of CSIO when they join their provincial broker association and are entitled to receive the great benefits that CSIO membership offers, such as:


CSIOnetCSIOnet provides a fast and secure way of exchanging policy information between brokers and insurers. CSIOnet serves over 36,000 brokers across Canada. Bilingual support staff ensure that all CSIO members have reliable access to this robust service.


Resources & Tools

CSIO Advisory ServicesCSIO Resources and Tools provide educational materials such as videos, white papers, articles and more on a variety of technology-related topics, supporting the broker channel in adopting tools and solutions that improve the customer’s ease of doing business with our industry. Topics include eSignatures, Search Engine Optimization (SEO), Mobile Websites and more.


Industry Forms

CSIO Industry FormsCSIO’s library of 90+ industry forms saves brokers and insurers time and money by making insurance data collection more consistent and accurate. Get exclusive online access to forms such as insurance applications, questionnaires, specialty forms and supplemental forms.


Data Standards

CISO StandardsThe consistent adoption of CSIO eDocs, XML, and EDI data standards across the Canadian P&C industry improves the competitive position of brokers and lead to increased new customer acquisition. Members have an opportunity to make an impact and help shape the future of the industry by participating in a number of working groups designed to enhance the development and maintenance of CSIO standards.


Training & Support

CSIO - training and supportCSIO works in collaboration with brokers, insurers and software providers to develop training sessions and materials that are designed to deliver workflow efficiencies and customer service improvements. Examples include on-site training, standards implementation tools and guides as well as personalized implementation support from CSIO subject-matter experts.



CSIO - networkingCSIO has a membership base of over 36,000 insurance professionals. CSIO members benefit from access to a substantial network of insurance professionals who have experience using the latest standards and tools in technology.

Not yet a member of CSIO? Please complete our Request Membership form.

Already a member of CSIO or your provincial broker association and want to gain access to our website? Complete the application in order to obtain a username and password.

For any questions or comments relating to CSIO membership, please email

Steve Whitelaw

“When there is an association, it’s important to be an active member of the association, so you can help improve it and influence change rather than sitting on the sidelines and being critical. It’s the same as voting in an election. If you don’t vote, you don’t have a right to gripe. If you vote, then you can voice an opinion. So, I think it’s important for all the industry associations to become actively involved and help drive the industry, be it from an IBC level or from a CSIO level.”

- Steve Whitelaw, VP of Business Solutions, Travelers Canada and CSIO Chair