Watch this video to learn about the evolution of CSIO’s data standards, commercial lines data standards, and achievements of the Commercial Lines Working Group.
This video shows your customers the steps of receiving an eSlip and adding the eSlip to the mobile digital wallet. The video also goes through a few key features of the digital wallet to protect privacy and share the eSlip, which we know are important features to consumers.
It’s time to say #GoodbyeToTheGloveBox and #HelloeSlips!
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).
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.
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.
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 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