The benefits of eDocs are well known – they save time and money, improve customer service and facilitate paperless workflows. Try our calculator and see how much your brokerage can save from using eDocs. The CSIO eDocs Savings Calculator is a tool to...

As more customers than ever use search engines such as Google for purchase decisions – 89% according to one study – brokers are hearing more and more about SEO and how important it is in attracting new business. But what exactly is SEO, and how can...

On July 1, 2014, the first phase of Canada’s Anti-Spam Legislation (CASL) comes into effect. What can brokers do to ensure that their emails, social media posts and instant messages comply with the new rules? CASL is concerned in part with commercial...