CSIO Certification

The CSIO Certification Program promotes the efficient, seamless exchange of policy data and information within the broker channel by recognizing insurers and vendors that have implemented the standards in accordance with industry best practices.

Benefits of CSIO Certification and Complying with Industry Standards:

  • Get recognized as an industry leader and give your company a competitive edge by being able to say that you comply with widely recognized and respected industry standards.

  • Reduce implementation cost and risk with partners of insurance technology applications in Canada by promoting the use of trusted, interoperable solutions.

  • Increase confidence between partners and stakeholders by demonstrating you are committed to best practices and continuous business improvement.
  • No additional costs to members as this is a value-add included in your membership. 

CSIO Certifications

Program Date Launched Eligible Members
CL Data Standards April 2020 Insurers, Vendors
CSIO Standards: Certification of Compliance September 2017 Insurers
eDocs: Commercial Lines August 2015 Insurers, Vendors
eDocs: Personal Lines September 2013 Insurers, Vendors

CL Data Standards Certification

This certification requires vendor and insurer members to demonstrate various levels of programming and implementation of Commercial Lines data standards.

Each level represents a milestone in the adoption and requires a certain set of criteria to be met before moving on to the next level. The levels are:

  • Level I – Foundational
  • Level II – Verified
  • Level III – Certified

Certification of Compliance

This certification recognizes CSIO member insurers who fully comply with the CSIO standards, using no custom coverage codes (known as Z-Codes) in their EDI downloads. Z-Codes are often not recognized by broker management system (BMS) platforms, leading to workflow inefficiencies for brokers.

eDocs Certification: Commercial Lines and Personal Lines

This certification program enables insurers and vendors to verify implementation of eDocs according to CSIO standard, ensuring the seamless exchange of eDocs between insurers and brokers.