eDelivery Ready for Alberta Brokers

Michael Spiar, Broker Relations & Communications Specialist, CSIO | Alberta Broker, Aug. 2018

Say goodbye to paper! With CSIO’s My Proof of Insurance eDelivery solution, Alberta brokers can deliver digital auto insurance cards (eSlips) and policy documents to customers for all lines of business — even if your carrier partners are not using the solution themselves.

What’s more, My Proof of Insurance is available at no additional cost to all CSIO members as a core benefit. If your brokerage is a member of IBAA, you’re automatically a member of CSIO.

The solution allows brokers to create a fast, easy and convenient digital experience for consumers, who receive their documents by secure email—no apps, portals or log-ins required.

Happy Clients Make Happy Brokers

“The client satisfaction alone is well worth it to sign up,” says Otilja Majewski, marketing broker lead at Elevate Insurance in Grande Prairie. “This is a very technological age. Everything is on your phone. To have the eSlips literally at your fingertips is huge for every client out there.”

Hundreds of brokerages across Canada have signed up since the solution launched in February, sending thousands of digital documents to insureds in a short amount of time.

For Elevate Insurance, the benefits of using My Proof of Insurance were immediate—even without regulatory approval of eSlips in Alberta. “We just tell clients that this is a simple way to get your pink card, it’s secure in your smartphone’s digital wallet, but you still have to have the paper,” explains Majewski. “And they’re fine with that. They run with it, and they’re happy— particularly when picking up new cars at the dealership.”

Broker Benefits

Broker workflow is fast and efficient for Elevate, even though its broker management system (BMS) has not yet integrated with My Proof of Insurance. “It took me maybe five minutes to set up our templates, and the system guides you where you need to go and what you need to do,” says Majewski. “While we look forward to integration with our BMS, the ease of the system alone is well worth signing up for. The quick return that clients get on the eSlip is worth it.”

“We are very happy with this solution and the benefits it will provide to our members,” says IBAA CEO George Hodgson. “A simple, standardized option for providing a digital experience to consumers is precisely what many brokers are looking for when it comes to sending policy documents, and this solution will meet that need.”

Getting Started

You can sign up for and set up for the My Proof of Insurance eDelivery solution in as little as one business day. All you need:

  1. Personal account on CSIO.com. Memberss of IBAA are automatically members of CSIO and are encouraged to create their account.
  2. Brokerage CSIOnet mailbox.
  3. Brokerage logo file.
  4. Designated organization administrator to manage your brokerage’s My Proof of Insurance account.

Create your brokerage’s account at www.csio.com/edelivery. Once you submit the form, your organization administrator will receive a confirmation email with login credentials and a welcome email including a user guide, staff training resources and consumer marketing materials.

FAST FACTS ON

What is it?
My Proof of Insurance is a solution for CSIO member brokers and carriers (including all members of IBAA) to send digital policy documents to consumers over email – no apps, portals or log-ins required.

What is the cost?
No cost to CSIO members.

Can I brand the emails sent to my customers?
Yes! Your logo will be included in all emails sent, and you may customize your email template.

Can I use it even if my carrier partners have not yet signed up?
Yes! You can send documents for personal and commercial lines to consumers insured by any market, any time, independent of carrier adoption.

Does it integrate with my BMS?
Yes, the My Proof of Insurance solution is integrated with the following products:

  • Deltek
  • Keal (SIG)
  • Mastercom
  • Power Broker

In addition, the following BMS vendors have announced that integration will soon be available:

  • Applied (TAM and Epic)
  • Brokercore
  • Custom Software Solutions Inc. (TBW)
  • Policy Works

Contact your vendor for details.

Where can I learn more and create an account for my brokerage?
www.csio.com/edelivery

 

Learn More

CSIO hosts regular webinars on My Proof of Insurance for brokers to get a step-by-step demo and ask any questions they may have. “These webinar walkthroughs have been very helpful in demonstrating the solution’s key benefits and functionality,” says Catherine Smola, president and CEO of CSIO. “We are committed to educating the entire P&C industry about this solution, supporting our members in their efforts to create a digital experience for their consumers.”

Visit CSIO.com to register and to learn more about the My Proof of Insurance eDelivery solution, including videos and upcoming webinars.