Resources at Your Fingertips
Explore the directory below for supplementary resources to learn about important industry topics, initiatives, and CSIO solutions.
One Hour CSIO Courses
La-Toya Hanchard, Owner of TheWritePerspective gives a top-down approach to building an ethical culture, its importance, and the key factors required to maintain it.
Discover how the insurance industry is transforming the customer experience through digital solutions.
Discover the value of Generative AI through an "Inside Out" approach - from internal process optimization to customer-facing innovation.
Industry Articles
To learn more about CSIO's Standards Certification Ratings program and see who achieved the highest Rating, visit page 50 of Canadian Underwriter's June/July Stats Guide. All Platinum organizations listed are accurate as of May 2025.
When insurers and BMS vendors implement JSON API Data Standards, brokers benefit from real-time information in their BMS.
CSIO publishes Commercial Lines Data Standards for Cyber and Errors & Omissions, increasing the total number of IBC codes for real-time quoting to over 380.
CSIO Materials
Calculate your brokerage's savings for when the new eDocs codes are implemented with our eDocs Savings Calculator.
Find out how much valuable time you can save by working with insurers and BMS vendors who use CSIO's Commercial Lines Data Standards.
Complete six courses to earn your Digital Member Designation and add your certificate to your LinkedIn profile. Learn more!
Gain a broader understanding of the legal requirements necessary to design and implement an effective and compliant electronic signature and delivery process.
MPOI is Canada’s leading solution for securely emailing customers their insurance policy documents. Share our marketing material to help educate your staff and customers about its benefits.
View the IBC codes ready for programming as an API quote for seven industry segments: Business & Professional Services, Contractors, Hospitality, Real Estate, Retail, Heath Services, and Warehousing Services.
Videos
Click to learn more about CSIO Commercial Lines Data Standards.
Click to learn more about Canada's leading My Proof of Insurance solution.
Click to learn more about CSIO's Professional Development Program.
External Publications
How is Canada's cyber threat landscape changing? The Canadian Centre for Cyber Safety has released its 2025-2026 Cyber Threat Assessment, which addresses key issues in cybersecurity and future trends.
Is your organization thinking of using Generative AI? Here are some important questions to consider when using Gen AI while maintaining cyber best practices.
Want to know more about cyber risks, and protecting yourself and your business? The Government of Canada has you covered with this Get Cyber Safe Guide for Small and Medium Businesses.