Video Section - Member Education

Member Education

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!

How Does My Proof of Insurance eDelivery Work?

This video demonstrates how to use the My Proof of Insurance eDelivery solution manually through the web browser interface.

Crash Course: Chatbots (Part 1)

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.

Watch Part 2 here

Crash Course: Chatbots (Part 2)

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.

Watch Part 1 here

Technology Timeline - CSIO

Do you remember when... ? Technology Timeline animated video from CSIO, shown at the 2017 Members' Meeting.

Platform Strategy: Creating Exponential Value in a Connected World

Keynote address at 2017 CSIO Members' Meeting: Platform Strategy: Creating Exponential Value in a Connected World by Robert Geller, Facebook Canada.

Crash Course: CSIO Industry Forms (Part 2)

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.

Crash Course: CSIO Industry Forms (Part 1)

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.

CAMIC Convention Highlights

CSIO spoke with CAMIC President Normand Lafrenière and Chairman Frank Rider at CAMIC Convention 2016 in Charlottetown, PEI.

IBAA Convention Highlights

Featuring George Hodgson, CEO of IBAA, Jody Lohr, President of PYIB and others on why attending the IBAA Convention is important.

Crash Course: Cybersecurity Part 2

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.

Crash Course: Cybersecurity Part 1

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.

CSIO Technology Scorecard - Excalibur Insurance

Watch this video for Excalibur Insurance’s take on the benefits of the CSIO Technology Scorecard.

Fun Insurance Facts

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”

CSIO Technology Scorecard

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.

Crash Course: Google Analytics For SEO (Part 4)

Part 4, Google Analytics for SEO, concludes with how to effectively track and measure the results of an SEO strategy.

Crash Course: Tips Tricks For SEO (Part 3)

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.

Crash Course: Content Creation For SEO (Part 2)

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.

Crash Course: What Is SEO? (Part 1)

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 At 10th Annual IBAO YBC Conference

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 AGM And Member Reception 2014

CSIO welcomed members to its AGM and Member Reception where 12 companies were awarded CSIO Certification for eDocs.

2013 CSIO Accomplishments

CSIO Accomplishments in 2013 - video presented at the 2014 annual general meeting

Mobile Websites – Enhancing Your Brand

Learn how having a mobile site can enhance your brokerage brand. Featuring examples of great broker mobile sites.

Interview With Randy Carroll Of IBAO

CSIO talks eDocs, Telematics and more with Randy Carroll, CEO of IBAO

CSIO Attends IBAO 2013

CSIO attended the IBAO 2013 Convention and interviewed a number of members, including brokers Robbie Wood and Jeff Ives.

CSIO At Keal Users Xperience 2013

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.

Interview With Lloyd Chumbley From ACORD

Lloyd Chumbley, Vice President of Standards at ACORD answers questions about ACORD and CSIO.