eDocs Savings Calculator

Insurers and BMS Vendors who program CSIO's updated eDocs codes and descriptions ensure brokers receive clearly labelled eDocs in their BMS. Calculate how much time and costs CSIO’s updated eDocs save your brokerage by answering the questions below.

Question	Answer
On average, how many eDocs do you receive weekly?	On average, how many eDocs do you receive daily?
What percentage of the eDocs you receive have the updated codes and descriptions?	What percentage of the eDocs you receive have the updated codes and descriptions?
On average, how much time do you save weekly by not having to relabel eDocs?	Test 0-2 hours 2-5 hours 5-7 hours 8+ hours Not applicable
How much time do you save weekly by not having to open eDocs to determine their nature?	On average, how many hours do you save daily by not having to relabel eDocs? 0-2 hours 2-5 hours 5-7 hours 8+ hours
How much time do you save weekly from additional operational efficiencies from the new eDocs codes?	How much time do you save daily from additional operational efficiencies enabled by the new eDocs codes? 0-2 hours 2-5 hours 5-7 hours 8+ hours
How many people in your brokerage work with eDocs?	How many people in your brokerage work with eDocs?

Select all the benefits of the new eDocs Codes you have observed.

Not having to open eDocs to determine the type of document

Not having to relabel eDocs

Optimized BMS workflows

Automated closing of eDocs

Integrations with CRM

Are all the eDocs insurers send with the new codes clearly labelled? If no, please provide the nature of the eDocs that are not clear.

To learn more about updated eDocs codes and descriptions, and access resources to help Insurers and program eDocs to help save your brokerage time and costs, visit our Updated eDocs Initiative webpage.