Free Certification for Insurers and Vendors

Streamline and simplify your compliance with CSIO Standards.

CSIO Certification programs outline the business and technical requirements for consistent, uniform and accurate data exchange.

Earn any or all of the growing line of certifications available to insurers and vendors.

They are a value-add to your membership. There’s no extra cost to certify.


CL Data Standards

Confirm you have programmed and implemented CSIO Commercial Lines Data Standards, with three progressive certificates:

  • Level I – Foundational: Set the groundwork for real-time quoting
  • Level II – Verified: Demonstrate successful data exchange in test scenarios
  • Level III – Certified: Launch real-time quoting

Learn more about CL Data Standards



Verify you have implemented eDocs according to CSIO Standards. Ensure a streamlined workflow for eDocs exchange with brokers.

Get eDocs certification for Billing, Claims, Personal Lines and Commercial Lines.

View implementation guide.


Show you are an insurer who uses only CSIO coverage codes in EDI downloads, eliminating all custom codes (Z-codes).

Build broker confidence with standard codes, since their broker management system (BMS) will recognize your codes, every time.