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A Message for Insurance Brokers on Continuing Education Credits
With the increased concern surrounding the current global health issues, we want to ensure you stay safe during these challenging times. You may have been planning to attend an upcoming conference or course and now your plans have changed. If you... -
A Message about Supporting Brokers Working Virtually in Uncertain Times
We want to send our thoughts to you, your families, and your colleagues that you are all staying healthy and safe during these challenging times. We're all facing unprecedented changes in our businesses. For some brokers, that has meant adapting... -
How to Maintain Service Excellence During Pandemic Measures
Learn how your business can prepare its own continuinity plan during these trying times. -
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.