Digital Tools to Support You

If your brokerage office is closed or on skeleton staff, it is crucial to have reliable digital tools that create seamless workflows and customer experience. In these uncertain times, your customers are relying on you to be able to support them digitally. If you haven’t already adopted eSignatures, My Proof of Insurance, and eDocs, CSIO has resources available to get you set up quickly:

eSignatures: CSIO’s eSignatures dashboard provides an overview of eSignature solutions that meet legislative and regulatory requirements and provide workflow efficiency and user experience criteria.

My Proof of Insurance: CSIO has lots of resources to get started. You can sign up for an upcoming webinar, or go to the My Proof of Insurance webpage for guides, videos, FAQs and more.

eDocs: CSIO has an eDocs Availability Chart that shows which insurers have adopted eDocs. You can get set up for eDocs in a few easy steps:

1. Make sure you have a CSIOnet mailbox that is set up in your BMS system.
2. Contact your insurers to make sure they have your CSIOnet info in order to be set up to receive eDocs.

Join our webinar on April 14 to find out how these tools can help your business run smoothly, even when your whole team is working remotely.