Certification, Step By Step

Certify that your technology works and implementation conforms to CSIO Standards.

There are strict guidelines, but CSIO supports you along the way. We’ll work with your technical, business and IT teams to ensure your application is complete or to identify potential issues.

Compliant

Satisfy the Criteria

You must satisfy all the criteria to certify. These focus on interoperability and implementation of CSIO Standards in your application.

Submit your application

Submit Your Application

Your application and supporting materials must be market-ready, accurate and complete. We’ll review and work with you to refine it, if needed. 

Leading

Demonstrate Success

You’ll demonstrate your application to CSIO assessors, to show success in action.

CL Data Standards – Insurers and Vendors

Three levels must be completed consecutively. Insurers and vendors complete Level I individually. Insurers and vendors team up to co-apply to complete Levels II and III.

  • Level I (Foundation) Criteria:
    • A self-assessment checklist. 
    • Provide evidence that the minimum data set has been programmed via screenshots or XML payload.
  • Level II (Verified) Criteria:
    • Provide real-time quote demonstration of test scenarios for specific industry codes.
    • Provide raw payloads of each test case (requests and responses). 
    • Signed certification letter by a senior officer of the organization.
  • Level III (Certified) Criteria:
    • Provide real-time quote demonstration of random industry codes for the segment of business your organization is applying for.
    • Provide raw payloads of each test case (requests and responses). 
    • Signed certification letter by a senior officer of the organization.

Get the certification guide to learn more.

Resized CL levels
eDocs – Insurers and Vendor

Show your eDocs solution can pass all the scenarios in the implementation guide. That includes single attachment, multiple attachments and missing attachments through CSIOnet. You must use CSIO XML Standards and your own application and test environment.

All business types – personal lines, commercial lines, billing and claims – have a separate eDocs certification available.

Criteria:

  • Complete your application, with associated test cases.
  • Do a self-assessment, providing supporting documents and demonstrating your application in the test cases.

Get the implementation guide to learn more. 

Compliance - Insurers

Eliminate Z-Codes from your EDI downloads to certify.

Map the Z- Codes to the CSIO Standard, on your own, or with help from CSIO experts to earn your certification.

Request a list of the Z-Codes your organization currently uses from CSIO.

Criteria:

  • You must demonstrate that’ you’ve eliminated Z-Codes from your downloads