CSIO Looks Back on 2024 Milestones at our Members’ Meeting and Reception

(Toronto – April 16, 2025) On April 16, CSIO hosted its 2025 Members’ Meeting and Reception at One King West Hotel in Toronto. This annual event celebrated the previous year’s achievements and featured a keynote presentation on Artificial Intelligence (AI).

2024 Highlights

The Members’ Meeting and Reception began with opening remarks by Michael Lin, CSIO’s Chair of the Board and Chief Information Officer at Travelers Canada, who stated that “2024 was a pivotal year for CSIO, as we moved from laying the groundwork of our multi-year strategic plan to evolving Data Standards and services.”

Following Michael Lin, CSIO’s Interim President, Kathryn Sinclair, took to the stage to highlight CSIO’s accomplishments from 2024 and express gratitude for members, saying: “Together, we evolved Data Standards and enhanced our trusted services for a more advanced and connected P&C industry. Your dedication has been essential in driving excellence for our members and their customers.”

During their remarks, Mr. Lin and Ms. Sinclair recognized the efforts of the following CSIO Working Groups and Committees to advance Data Standards and support over 30 member certifications last year:

• The Commercial Lines (CL) Working Group for publishing CL Data Standards for five additional industry segments
• The eDocs Implementation Steering Committee for driving increased adoption of the updated eDocs Standards
• The National Standards Working Group for making progress in Z-Code elimination
• The INNOTECH Advisory Committee and its API Working Groups for successfully developing JSON API Data Standards and updating CSIO’s API Security Standards

In addition to Data Standards, Mr. Lin and Ms. Sinclair discussed how CSIO evolved our trusted solutions that members rely on: CSIOnet and My Proof of Insurance (MPOI). Ms. Sinclair acknowledged that CSIO’s 2024 Member Survey revealed a 99% and 96% satisfaction rate for CSIOnet and MPOI respectively.

Finally, Ms. Sinclair provided key highlights on CSIO’s Professional Development Program, including the launch of 15 webinars and courses as well as our Cybersecurity Education Program. She shared that “This program, together with our webinars and courses, led to over 5,000 hours of content enjoyed by CSIO members.”

Awards Ceremony

Following her remarks, Ms. Sinclair presented awards to CSIO members who demonstrated a commitment to CSIO Standards.

The first award for CSIO Commercial Lines went to Applied Systems Canada for enabling real-time quoting for the Business & Professional Services, Contractors and Retail segments for their Epic platform and Real Estate for both Epic and Policy Works.

Ms. Sinclair also acknowledged L’Unique General Insurance for achieving Commercial Lines Certification for their fourth industry segment, Real Estate.

CSIO’s Compliance Award recognized these insurers who eliminated all Z-Codes from their data exchange services with brokers:

• Carleton-Fundy Mutual Insurance
• The Commonwell Mutual Insurance Group
• Definity Financial Corporation
• Estrie-Richelieu Group Insurance Company
• Max Insurance
• My Mutual Insurance
• Optiom Inc.

The following insurers and BMS vendors accepted CSIO’s eDocs Award for successfully implementing the updated eDocs Standards:

• Travelers Canada
• Wawanesa Insurance
• Acturis Ltd.
• Applied Systems Canada
• Logiciels Deltek Inc.
• Rival Insurance Technology

The last award, API Security Standards, went to three insurers who helped to protect information exchanged between their systems and a BMS via an API endpoint by programming CSIO’s API Security Standards:

• The Commonwell Mutual Insurance Group
• Definity Financial Corporation
• Wawanesa Insurance

CSIO congratulates all the award winners for their achievements.

Keynote Speakers: Mukul Ahuja and Firas Zawadi

This year’s keynote presentation was delivered by Mukul Ahuja and Firas Zawadi, partners at Deloitte. The speakers led an engaging discussion about the current state of AI in insurance and how to leverage AI to enhance many aspects of insurance operations. Their presentation was followed by a Q&A session before kicking off the members’ reception.

Board of Directors

All members of CSIO’s Board of Directors will continue to serve in their roles for 2025. CSIO thanks the Board members for their contributions to the development of our Standards and services.

View our 2024 Annual Report

To learn more about CSIO’s achievements last year, check out our 2024 Annual Report.

About Centre for Study of Insurance Operations (CSIO)

CSIO is Canada’s industry technology association of property and casualty insurers, vendors and over 43,000 brokers. CSIO is committed to driving innovative solutions that enable the best insurance experience in Canada by overseeing the development, implementation, and maintenance of technology Standards and solutions, such as CSIOnet, eDocs, and My Proof of Insurance. The CSIO XML Standard is licensed to CSIO by ACORD (Association for Cooperative Operations Research and Development). For more information, visit csio.com.

For further information, please contact:

Igor Rakic | Senior Communications Manager
110 Yonge Street, Suite 500 | Toronto, ON M5C 1T4
(647) 446-0649 | 1 (800) 463-2746 x2300
irakic@csio.com | www.csio.com