Our Annual Members’ Meeting gave CSIO members the opportunity to celebrate industry successes together. Check out the video highlights from this year’s event!
Watch this video to see how CSIO’s My Proof of Insurance eDelivery solution works and and learn how to create a digital experience for your customers! This solution enables brokers to send customers digital policy documents for personal and commercial lines, as well as proof of auto insurance (eSlips).
Watch this webinar recording to hear digital marketing experts Jeff McCann and Margo Lyons from Apollo Exchange as they discuss the trends and best practices for effectively promoting your insurance business in the digital space.
In this webinar, you’ll learn:
- What a digital presence does for your brokerage
- First steps to getting your brokerage digitally active and online
- Current digital trends in insurance
- What marketing in insurance might look like in the future
Jeff McCann, Co-founder and CEO, Apollo Exchange
Margo Lyons, Head of Broker Engagement, Apollo Exchange
eSignatures are a critical tool for brokers who want to reduce costs, improve efficiency, minimize E&O exposure, and strengthen the customer experience. Watch this webinar to hear veteran insurance broker John MacLeod and Signority CEO Jane He discuss the benefits of eSignatures as well as the legal requirements in Canada, benefits of eSignatures as compared to paper and how to identify best practices for high consumer adoption.
John Pino, Vice President East Operations & Industry Relations at MacLeod Lorway Insurance
Jane He, CEO, Signority
Moustapha Hassan, Business Development Manager, Signority
Artificial Intelligence has been on the top of IT leaders’ minds for the past few years. Machine learning has the potential to completely change the way we work, and to help us to deepen our relationships with our customers. This broker webinar examines the basics of AI, case studies, how it applies to the insurance industry and questions raised by AI.
Charles Finley, Global Director of Marketing & Communications at IBI Group and former VP, Marketing & Communications at MaRS Discovery District
Stephen O’Brien, Director and Senior Practice Lead, Intelligent Systems, and AI technology stream lead, IBI Group
Lindsay Ellerby, Senior Design Director, Normative Design and Lead and Founder, Design+AI Meetup
Speaker Ron Berg, Executive Director of the Agents Council for Technology (‘ACT’), presents the omnipresent Customer Experience – What CX is, the technology ‘touchpoints’ consumers and customers expect in their broker interactions, and how brokers can extend their ease of doing business through technology interfaces. This webinar also cover an interactive ACT ‘CX planning website’, which also helps brokers understand and address the touchpoint improvements.
EDI Standards Training Session
Say good-bye to paper! The My Proof of Insurance eDelivery solution enables members to send digital policy documents for personal and commercial lines, including proof of auto insurance (eSlips) to consumers over email, at no additional cost. Let your customers know you offer this option: Click on the share icon to share with your customers or post on your website!
This video demonstrates how to use the My Proof of Insurance eDelivery solution manually through the web browser interface.
User experience (UX) can be defined as the totality of the experience a user has when interacting with a digital product – it can be their impressions and feelings, whether they’re successful, whether they feel like coming back again.