BMS Vendors Successfully Program CSIO’s Updated eDocs Codes and Descriptions

TORONTO, ON, OCTOBER 7, 2024/insPRESS/ – CSIO is pleased to announce that all member Broker Management System (BMS) vendors – Acturis Limited, Applied Systems Canada, Logiciels Deltek Inc., Rival Insurance Technology and Vertafore Canada – have deployed the updated eDocs codes and descriptions into production for personal and commercial lines.

This accomplishment supports insurers in their efforts to program and send clearly labelled eDocs. As a result, all brokers working with these vendors will receive the updated eDocs codes and descriptions in their BMS once released into production by insurers.

Furthermore, this milestone demonstrates significant progress in an industry-wide initiative aimed at developing clear and concise eDocs for brokers. CSIO’s eDocs Implementation Steering Committee, comprised of brokers, insurers and these BMS vendors, oversees consistent implementation of the updated eDocs Standards. Widespread adoption is crucial for brokers to support operational efficiencies, as they no longer need to open every eDoc to determine its contents.

“By programming the updated eDocs, our vendor partners are dedicated to improving workflows and removing pain points for brokers,” said Michael Loeters, Senior Vice President – Commercial Insurance, PROLINK and CSIO Board Vice Chairman. “Their success is a testament to the industry working together to enhance broker operations by eliminating manual intervention to interpret the nature of each eDocs.”

“BMS vendors have demonstrated their commitment to provide brokers with an efficient and effective delivery of eDocs,” said Catherine Smola, President & CEO of CSIO. “This achievement further advances the eDocs Standards and exemplifies the collaborative spirit of our industry in driving change, innovation and customer centricity.”

In addition to BMS vendor accomplishments in programming the updated eDocs codes and descriptions, several members are working towards CSIO’s eDocs Certification. Insurers can download the eDocs Business Requirements and Certification Document to apply for eDocs Certification.

Visit CSIO’s Updated eDocs Initiative page to view the full list of Steering Committee members. Brokers can also refer to the eDocs Programming Scorecard to check the status of their insurer partner.

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About Centre for Study of Insurance Operations (CSIO)

CSIO is Canada’s industry technology association of property and casualty insurers, vendors and over 43,000 brokers. CSIO is committed to driving innovative solutions that enable the best insurance experience in Canada by overseeing the development, implementation, and maintenance of technology Standards and solutions, such as CSIOnet, eDocs, and My Proof of Insurance. The CSIO XML Standard is licensed to CSIO by ACORD (Association for Cooperative Operations Research and Development). For more information, visit csio.com.

For further information, please contact:

communications@csio.com