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
Join Corrina Smith as she explores the differences between ethics, morals, and values. Corrina will also delve into some of the various branches of ethics in insurance.
This course will cover key cybersecurity threats to the insurance industry, such as social engineering and credential theft, and explain the importance of implementing a layered defense strategy.
Maha ElHindawy, Strategic Consultant and Change Coach, discusses the major forces shaping insurance today and how to turn disruption into opportunity.
Industry Articles
CSIO's enhanced Cybersecurity Education Program includes three accredited tiers and the chance to earn more CE credits. Click here to learn more.
In 2025, CSIO helped insurers eliminate 1,200 Z-Codes (non-standard coverage codes). Learn why CSIO Standard codes are important for broker efficiency.
When insurers and BMS vendors implement JSON API Data Standards, brokers benefit from real-time information in their BMS.
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.
When receiving CSIO's eDocs in your BMS, you can easily identify an eDoc without needing to open the document. Learn more about the advantages of using eDocs directly in your BMS.
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 14 industry segments.
Videos
Click here to learn more about CSIO broker membership benefits.
Click to learn more about CSIO insurer & vendor membership benefits.
Click to learn more about Canada's leading My Proof of Insurance solution.
External Publications
This article from Applied Systems Canada highlights five trends that are shaping the brokerage landscape, including CSIO's mission to drive standardization.
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 AI tools? The rise of unsanctioned artificial intelligence, or ‘Shadow AI’ is creating cyber vulnerabilities for businesses.