Your Advocate for More Efficient Workflows
Our number one priority is addressing brokers’ pain points. Bringing resources, tools and solutions to support:
Streamlined processes
Better connectivity with partners
Implementing new technology
Best practices in securing data
Digital transformation
Together with brokers, insurers, and vendors, we leverage the best technology to bring you turnkey solutions. These workflow efficiencies help you in delivering the best insurance experience to your customers.
Get the most from your membership
If you’re a member of your provincial broker association, you’re a CSIO member.
Set up your personal account to access all your benefits.
Main Broker Membership Benefits
Choose from our catalogue of free, accredited courses and webinars led by industry experts. Build important skills that contribute to maintaining your broker license.
Complete six or more courses to receive a CSIO Digital Broker designation and show your network your commitment to education.
Save time and money by accessing over 100 fillable insurance forms across all lines of business.
Stay informed about CSIO solutions that brokers rely on through newsletters, articles, videos, and blogs.
Solutions that Advance the Industry
CSIO also offers the following industry-leading solutions:
A fast and secure platform to exchange documents and data with insurers and download policies directly into a Broker Management System (BMS). Used daily by more than 38,000 brokers.
Canada’s leading solution for the fast electronic delivery of policy documents and proof of auto insurance (eSlips) to customers from your Broker Management System (BMS). This allows customers to show eSlips right from their smartphone’s digital wallet.
Testimonials
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"More and more brokers are embracing technology, partly thanks to industry education about emerging solutions and tools. The eLearning program is invaluable in supporting this. It’s keeping us all on top of trends and helping us transform our businesses."
Sarah Van Allen, Owner,
Van Allen Insurance Inc. -
"CSIO is integral to what brokers do. They’ve been instrumental in supporting our industry’s transition towards real time interaction between carriers and brokers. I’d say brokers owe a lot of their success to CSIO through efficiencies like data download and eDocs alone, and it will only continue as we transition to using API driven interfacing."
Jonathan Brown, Commercial & Personal Lines Producer,
Peters Insurance Agencies
