Video Section - Member Education
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!
Our Annual Members’ Meeting gave CSIO members the opportunity to celebrate industry successes together. Check out the video highlights from 2019!
Watch this short video to see how Applied’s TAM has integrated CSIO’s My Proof of Insurance eDelivery solution.
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.
Part 1: Chatbots are computer programs designed to simulate natural conversation with human users, and innovative companies in the insurance industry are using them more and more to improve customer service.
Part 2: After defining your Minimum Viable Chatbot, you should then consider these steps…
Correction: mark 1:15 of this video mentions Smooch as the “bot builder platform” but, in fact, ProNavigator is the bot builder platform used by Excalibur Insurance, Cheep Insurance and isure. Smooch provides chat software which ProNavigator integrates with.
Do you remember when... ? Technology Timeline animated video from CSIO, shown at the 2017 Members' Meeting.
Keynote address at 2017 CSIO Members' Meeting: Platform Strategy: Creating Exponential Value in a Connected World by Robert Geller, Facebook Canada.
Hear from Monica Hanna, Business Analyst about the benefits of CSIO industry forms. Used daily by over 2,000 brokerages across Canada, CSIO forms play a key role in the P&C insurance industry.
Hear from Monica Hanna, Business Analyst about the CSIO industry forms. Used daily by over 2,000 brokerages across Canada, CSIO forms play a key role in the P&C insurance industry.
CSIO spoke with CAMIC President Normand Lafrenière and Chairman Frank Rider at CAMIC Convention 2016 in Charlottetown, PEI.
Featuring George Hodgson, CEO of IBAA, Jody Lohr, President of PYIB and others on why attending the IBAA Convention is important.
Part 2 - Keeping data secure is top of mind for brokers and their customers, and with increased cyber threats in the news each day, brokers must protect client data. Watch the Crash Course on Cybersecurity to learn more.
Part 1 - Keeping data secure is top of mind for brokers and their customers, and with increased cyber threats in the news each day, brokers must protect client data. Watch the Crash Course on Cybersecurity to learn more.
Watch this video for Excalibur Insurance’s take on the benefits of the CSIO Technology Scorecard.
This video, screened at the CSIO Members’ Meeting & Reception on April 14, 2016, includes many fun and interesting insurance-related statistics and facts.
Song credit: Empire Of The Sun - “Walking On A Dream”
With the Technology Scorecard, brokers can receive a snapshot view of their brokerage’s technology adoption, the provincial adoption rate and a sense of how much more they could gain through further tech adoption.
Part 4, Google Analytics for SEO, concludes with how to effectively track and measure the results of an SEO strategy.
Now that you have a solid foundation on what is SEO and how your brokerage can create content to enhance your SEO, let’s look at some additional Tips & Tricks to ensure you get found faster online.
Creating and distributing useful content targeted to insurance customers can greatly enhance your brokerage’s chances at being found at the top of Google searches. Watch Part 2 of the Crash Course to learn more.
SEO is the process of ensuring that search engines such as Google give your website high priority, placing it near the top of the list of results when potential customers search for insurance. Watch the Crash Course to learn more.
CSIO attended the IBAO’s 10th Annual YBC Conference, June 2014. Video includes an interview with broker Doug Barnett of DPM Insurance Group Essex.
CSIO welcomed members to its AGM and Member Reception where 12 companies were awarded CSIO Certification for eDocs.
CSIO Accomplishments in 2013 - video presented at the 2014 annual general meeting
Learn how having a mobile site can enhance your brokerage brand. Featuring examples of great broker mobile sites.
CSIO talks eDocs, Telematics and more with Randy Carroll, CEO of IBAO
CSIO attended the IBAO 2013 Convention and interviewed a number of members, including brokers Robbie Wood and Jeff Ives.
Many members of the CSIO team attended the Keal Users Xperience 2013 conference on September 19 and 20. This productive conference allowed the CSIO team to meet with many of their broker and software provider members.
Lloyd Chumbley, Vice President of Standards at ACORD answers questions about ACORD and CSIO.