Certification, Step By Step
Certify that your organization complies with CSIO Data Standards.
CSIO supports you throughout your certification journey. We’ll work with your technical, business and IT teams to ensure your application is complete or to identify potential issues.
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
Your application and supporting materials must be market-ready, accurate and complete. We’ll review and work with you to refine it, if needed.
Demonstrate Success
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You’ll demonstrate your application to CSIO to show success in action. |
- API Security Standards - Insurers and Vendors
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Implement CSIO's API Security Standards for safeguarding data and credentials.
Show that you've prevented all security concerns for your API services.
Criteria:
- Confirmation of one of the recommended Open Id Connect (OIDC) Authentication methods used.
- Confirmation of prevention of the 16 OAuth security concerns.
- Confirmation of prevention of the 18 API endpoint concerns.
View the API Security Certification Document to learn more.
- CL Data Standards – Insurers and Vendors
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Confirm you have programmed CSIO's Commercial Lines (CL) Data Standards and demonstrate the ability to quote for any of our 12 industry segments or bind a CL policy via API.
Criteria:
- Demonstrate a real-time quote for the industry segment for which you are applying for Certification. BMS and insurer systems must use CSIO's XML messaging Standards with version 1.46.0 or higher.
- Provide raw payload for each test case.
- Complete a signed attestation form.
Insurers and BMS vendors can access the CL Business Requirements and Certification Document, which includes the requirements for programming CL Data Standards for each segment and the Certification process.
For information on submitting a change to the CL Data Standards for each completed Industry segment or the XML Standards, view the Maintenance Request process here.
- Compliance - Insurers
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Eliminate Z-Codes (non-standard coverage codes) from your data exchange services with brokers.
Map the Z-Codes to the CSIO Standard on your own or with help from CSIO experts to earn your certification. For more information on how to eliminate a Z-Code, view the Maintenance Request process here.
Criteria:
- Complete the Z-Code Free Attestation
- eDocs – Insurers and Vendors
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Show your eDocs solution can pass all the scenarios in the Business Requirements and Certification Document. You must use CSIO XML Standards and your own platform and test environment.
Insurers and vendors can apply for Certification for each individual segment - Billing, Cancellation & Lapse, Policy Transaction, Underwriting, and Claims - or all at once. Certifications can be obtained for Personal and/or Commercial Lines.
Criteria:
- Complete the application form in Section 4 of the Business Requirements and Certification Document.
- Do a self-assessment, provide supporting documents, and demonstrate test use cases.
View the Business Requirements and Certification Document to learn more.
For information on how to add a new eDoc code and description to the CSIO Standard, view the Maintenance Request process here.
- JSON API Standards - Insurers and Vendors
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Confirm that your technology application complies with CSIO's JSON API Standards through API test cases.
Criteria:
- Complete the JSON API Standards Certification application form included in the Certification Guide.
- Provide service-generated request and response payloads.
- Provide supporting documentation as needed.
- Demonstrate application and API test cases through video conference.
Your organization can apply for Certification for each individual JSON API that leverages the JSON API Standards.
View the JSON API Standards Certification Guide to learn more.
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