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Lead Management for Modern Brokers
Join Jamie Keey and Melissa Dohan from The Wawanesa Mutual Insurance Company who will share best practices and case studies on lead follow-up. Whether you are a beginner or further along in your lead management journey, you will leave this session... - 
    
Empowering Cybersecurity with IT Auditing
As a Broker, it is a challenge to sell something when you are not familiar with the vocabulary of the features and functions of the product. As an educator, Elizabeth will provide the fundamental vocabulary and principles of an IT network is key to... - 
    
Top Digital Trends Impacting Insurance
Online shopping boomed during the pandemic as lockdowns changed the way consumers interacted with businesses. Consumer behaviours have changed significantly and businesses need to keep up with emerging technologies and trends to compete in this new... - 
    
Commercial Lines Real-Time Quote Savings Calculator
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CSIO Congratulates Northbridge Insurance and Applied Systems Canada for Completing its Commercial Lines Certification Program
(Toronto – October 3, 2022) – CSIO is pleased to announce that Northbridge Insurance and Applied Systems Canada have partnered to complete CSIO’s Commercial Lines (CL) Certification Program. Both organizations met the key requirements to finish all... - 
    
IBAO 2022 Convention
Come by the CSIO booth (#204) to learn about the work done by CSIO’s Commercial Lines (CL) Working Group to evolve industry connectivity with CL Data Standards as well as how API Standards and Billing & Claims eDocs are advancing digital solutions in... - 
    
The Wawanesa Mutual Insurance Company Achieves Level 3 Certification and Completes CSIO’s Commercial Lines (CL) Certification Program
(Toronto – October 26, 2022) CSIO congratulates The Wawanesa Mutual Insurance Company (Wawanesa) for achieving Level 3 Certification and meeting the requirements of the Commercial Lines (CL) Certification Program. By completing the Program, Wawanesa... - 
    
December National Standards Working Group – XML and EDI
We are pleased to announce that we have an upcoming working group on the XML and EDI national standards.