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

Ethics

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.

Cyber attack_Webinar_Jan 2025

Hear real-life stories of cyber attacks to gain a better understanding of their effects on businesses and how cyber insurance can help mitigate losses.

Fraud Webinar

Betty Ng explains how the industry is collaborating to combat insurance fraud and collectively working to protect Canadians.

Industry Articles

CSIO eDocs April 4 2022

What the industry has done to tackle the Number 1 workflow pain point for brokers. 

CSIO Industry Data Standards

Having unambiguous data standards in the insurance industry is a win for brokers, insurers, and clients. They ensure that businesses have high-quality data and an improved customer experience.

Capture_CL

CSIO's eDocs is the industry's most widely used technology solution, allowing brokers to receive electronic policy documents at their fingertips. To further improve standards development, the standardization of eDocs for PL and CL is a priority.

CSIO Materials

Commerical Lines Calc

Find out how much valuable time you can save by working with insurers and BMS vendors who use CSIO's Commercial Lines Data Standards.

dm brochure

Complete six courses to earn your Digital Member Designation and add your certificate to your LinkedIn profile. Learn more!

esign report

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.

warehouse

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.

edocs calc

Calculate your brokerages' savings for when the new eDocs codes are implemented with our eDocs savings calculator.

Videos

Capture_CL

Click to learn more about CSIO Commercial Lines Data Standards.

Capture_MPOI

Click to learn more about Canada's leading My Proof of Insurance solution.

CSIO PD

Click to learn more about CSIO's Professional Development Program.

External Publications

Male hand holding AI icon

Is your organization thinking of using Generative AI? Here are some important questions to consider when using Gen AI while maintaining cyber best practices.

Gov't of Canada

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.

PWC

64% of breaches reported to the Privacy Commissioner of Canada in 2021 arose from unauthorized access thorough malware, ransomware and social engineering.
Check out this PwC article to learn more.