CSIO Announces 150 Broker Technology Leaders

(Toronto – December 5, 2017) The Centre for Study of Insurance Operations (CSIO) – in celebration of the 150th anniversary of Canada – is pleased to announce that it has identified 150 brokerages across the country as CSIO Technology Leaders.

These brokerages have achieved a top score of 100% on the CSIO Technology Scorecard. The scorecard shows whether a brokerage has adopted eight key technology tools, including eDocs, eSignatures/Call Recording, Search Engine Optimization (SEO), mobile-optimized websites and more.

“CSIO’s Technology Scorecard and Technology Leader awards are phenomenal tools for benchmarking broker performance and celebrating broker success,” affirms Susan Gilbert, chief operating officer at MIG Insurance in Manitoba. “When working with other brokers across the country, we point them to the scorecard to ensure their tech adoption is where it needs to be. Furthermore, our company partners know that CSIO Technology Leaders are able to deliver products to Canadians both traditionally and digitally.”

In addition to its role as an industry benchmarking tool, the Technology Leader initiative provides long-term benefits to recipients. In a recent CSIO survey of tech leaders, the vast majority of recipients reported that the award was highly valuable to their brokerage, resulting in stronger relationships with carriers and customers alike.

What’s next for broker technology adoption? Survey results revealed that many tech leaders are looking to online chat solutions, including automated chatbots, to further enhance the customer experience.

CSIO encourages brokers who receive 100% on the scorecard to contact techinfo@csio.com, adding their brokerage to the list of Technology Leaders.