A Message about Supporting Brokers Working Virtually in Uncertain Times

We’re here to help

We wanted to firstly, send our thoughts to you, your families, and your colleagues that you are all staying healthy and safe during these challenging times. We’re all facing unprecedented changes in our businesses and personal lives. Many of us are now working remotely for the foreseeable future. For some brokers, that has meant adapting processes and leveraging technology to continue to service their clients.  

Our priority at CSIO is to continue to support our members so they can deliver the best customer experience regardless of where they are working. We understand how important it is for you to keep serving your customers during this trying time and we can help with our eDelivery solution.

Convenient eDelivery solution 

We encourage you to use this digital option, available to our members at no charge. The CSIO My Proof of Insurance eDelivery solution:

  • enables you to send digital policy documents for personal and commercial lines, including proof of auto insurance (eSlips) to customers over email.
  • allows you to email policy documents and eSlips directly from your broker management system (BMS) with customizable email, design and messaging.
  • provides reporting to track delivery notifications and success rates.

Online Resources Available

If you and your staff need help getting started or want a refresher on CSIO’s My Proof of Insurance solution, the following resources are available:

  • Join our accredited My Proof of Insurance Broker Demonstration webinars on Friday, April 3 at 2:00pm EDT, and Wednesday, April 8 at 2:00pm EDT, by registering here.
  • Watch our How to Add an eSlip video, which demonstrates how easy it is for your customers to access and share their eSlip using their mobile phone. 
  • View a step by step instructional video, illustrating how your BMS works with the CSIO My Proof of Insurance solution (this video along with a user guide will be provided upon sign-up).

To register for a My Proof of Insurance account, or to learn more about how you can start sending electronic policy documents and eSlips to your customers today, please click here

For additional information about the various CSIO tools available to you that can help your brokerage go paperless, including eSignatures and eDocs, please click here.

Our team is also available to answer any questions at: