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Digital Tools to Support You
In these uncertain times, your customers are relying on you to be able to support them digitally. If you haven’t already adopted eSignatures, My Proof of Insurance, and eDocs, CSIO has resources available to get you set up quickly. -
Switching Your Customers to Paperless
As we continue to practice social distancing for the foreseeable future, brokers should talk to clients about the benefit of paperless options. -
Going Digital with My Proof of Insurance
The ability to provide your customers with digital policy documents has never been more important. Commercial customers depend on their brokers to be able to continue to support them as they face challenging times for their businesses. Using My Proof... -
Make the Switch to eSlips
CSIO can help you make the switch to sending eSlips using My Proof of Insurance. Check out our training videos, marketing resources and user guides for a quick and easy implementation. -
Communicate With Your Customers
During this time of uncertainty, your customers will be looking to communicate with you in new ways. Make sure you make this easy for them by updating your website, social media channels, and phone systems with information your clients need. -
Staying Connected with Industry Partners
During these challenging times, it’s not only important to be there for our members, but also for fellow industry partners. Sharing tools and tips on how to get through this difficult time makes us stronger as a whole and experience the benefits of... -
CSIO’s Latest eLearning Course Provides Social Media Strategy Guidance for Brokers
Never has it been more important to connect digitally with your customers. The latest course in the CSIO Digital Broker eLearning Program aims to show brokers how they can do so by being social, not by doing social media. -
Helping Business Leaders Evolve their Digital Culture
CSIO is very pleased that Dr. Kane agreed to collaborate on an eLearning course based on the keynote address that he planned to deliver at the CSIO Annual Members Meeting. The course, Digital Disruption and the Technology Fallacy, is an engaging... -
Webinar Panelists Share Insights on Broker Connectivity
CSIO hosted a thought-provoking panel discussion on technology solutions and leveraging data on June 26. We received so many questions during the session, that we asked our fantastic panelists to delve deeper into the topic. -
Commercial Lines Data Standards Level the Playing Field for Small Business Quotes
Since the launch of the CSIO Commercial Lines Working Group in 2018, the industry has seen a series of advances in CL Data Standards, including recently finalizing a standard set of questions for underwriting small retail business submissions. With...