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!

TSX Webinar: User Experience (UX) Design Best Practices

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.

eSignatures & Call Recording for Brokers

eSignatures & Call Recording for Brokers

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

XML Standards Training Session

XML Standards Training Session

Password Management Tips for Brokers

Attendees will learn:

  • Password management tips
  • Information from expert panelist Steve Borza, President, Bluink Ltd.
  • Resources for password management
Updating CSIO Standards 101

The CSIO XML and EDI standards allow a seamless data exchange between broker management systems and insurance companies, resulting in efficient workflow and lower costs across the property & casualty insurance industry.

Trends 2017: Why Brokers Must Unleash their Digital Tools

Your customers are changing the rules, and brokers with traditional business models can’t sit still as they aim to retain a hold on their customer base. New competitors like Lemonade are blazing new ground with artificial intelligence, shrinking legacy business processes to mere seconds.

How to Protect your Brokerage from Social Engineering Tactics

Social engineering, also known as “human hacking”, takes advantage of common human behaviour to trick employees into downloading malicious code onto company computers or divulging sensitive information. Featuring panelist from Chubb.

CSIO In Focus: Andrew Shareski, Insurance Broker, Costen Insurance

CSIO interviewed Andrew Shareski, Insurance Broker, Costen Insurance about various subjects relevant to the Canadian P&C industry and broker channel.