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Subject: The Future of Standards & Broker Connectivity

Explore how industry standards are reshaping the broker experience and paving the way for a more connected, intelligent, and future-ready insurance ecosystem. In this session, gain insight into CSIO’s role in developing the standards that enable seamless collaboration between brokers, insurers, and technology providers.

Examine CSIO’s collaborative approach to addressing industry-wide operational challenges and the measurable benefits organizations realize when standards are broadly adopted. For many brokers, daily work still involves navigating multiple systems, managing countless logins, and re-entering the same information across platforms. As innovation accelerates across the industry, smarter workflows and real-time data exchange are transforming how business gets done.

Kathryn Sinclair, President and CEO of CSIO, will share how the industry is working together to simplify operations, enable real-time connectivity, and create a more seamless experience for brokers and their clients.

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Kathryn Sinclair, President & CEO, Centre for Study of Insurance Operations

Kathryn Sinclair is President & CEO of the Centre for Study of Insurance Operations (CSIO), where she leads the organization’s efforts to advance data standards and digital connectivity across Canada’s P&C insurance industry.

Since joining CSIO, she has worked closely with brokers, insurers, and technology partners to modernize industry infrastructure and improve how the industry connects and exchanges data. Under her leadership, CSIO has advanced API standardization, enhanced eDocs, and strengthened industry standards to streamline workflows across the industry.