Your Advocate for More Efficient Workflows
Our number one priority is addressing brokers’ pain points. Bringing resources, tools and solutions to support:
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.
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.
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.