Video Library

Featured Video

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!

My Proof of Insurance eDelivery Solution - Broker Walkthrough

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).

 

Webinar: The Future of Work: Human and AI

Did you know that during a 6 minute customer service call, 75% of that time is devoted to CSRs doing manual research, with valued customer interaction at 25%?

Watch this recorded webinar to hear Joseph D'Souza, CEO and Founder of ProNavigator discuss how artificial intelligence can enable you to be better, faster and more responsive to your customers. AI, chatbots and automated, self-service technologies can help free your team from routine support requests so they can focus on more complex tasks that serve your customers.

 

Webinar: Social Media - Current Landscape and Future Trends

Watch this recorded webinar and listen to Naheed Somji, Senior Specialist of Social Media at Economical Insurance, as he presents data from Economical’s recent Pulse Check survey. Additionally, Naheed discusses his top five tips to brokers and insurance professionals on how they can get started with social media.

Video Highlights from CSIO's 2019 Members' Meeting & Reception

Our Annual Members’ Meeting gave CSIO members the opportunity to celebrate industry successes together. Check out the video highlights from this year’s event! 

Webinar: Digital Marketing - Unlocking your Digital Front Door

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

Panelits:

Jeff McCann, Co-founder and CEO, Apollo Exchange

Margo Lyons, Head of Broker Engagement, Apollo Exchange

Webinar - Broker Success with eSignatures

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.

Panelists:

John Pino, Vice President East Operations & Industry Relations at MacLeod Lorway Insurance

Jane He, CEO, Signority 

Moustapha Hassan, Business Development Manager, Signority

Webinar: Artificial Intelligence - Engaging Your Customers Through AI

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. 

Panelists:

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

TSX Webinar: Customer Experience Journey

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

EDI Standards Training Session

My Proof of Insurance – The Consumer Experience

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!

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