Automated Downloads Used by Over 38,000 Brokers

Fast and easy access to policy, claims and billing information frees up brokers to do what they do best - exceptional customer service.

You'll need:
CSIOnet Mailbox
Access to CSIO Standards (for insurers and vendors)

Data security

Secure

All connections need to go through CSIO’s VPN or robust API, keeping them safe during the exchange.

Reduces time

Fast

Immediate access to documents to service your customers directly in the Broker Management System.

Paperless

Paperless Workflow

More digital documents and less paperwork improve efficiencies to personalize services to your customers. 

Network Hub CSIO

Seamless Integration

Web services connectivity and easy integration with most Broker Management Systems.

Server

Large Volumes

Strong performance with capabilities of handling large volumes of information.

Used by over 38,000 industry partners!

Testimonials

  • “Brokers have to be able to easily transact with many insurers, across many systems. CSIO’s data standards, like the XML, EDI/XML download, and eDocs, smooth the flow of the information. We consistently hear from brokers who are making the most of these tools that they’re seeing increased efficiencies and better customer service experiences.”

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    Kimberly Amaral, Managing Director,
    Brovada at Acturis Canada Inc

  • "It can be challenging for brokers to transact business with multiple insurers, each with their own portals. CSIO brings it all together with industry standards such as EDI/XML download and eDocs. Brokers who make the most of these tools consistently report increased efficiencies and an improved customer experience."

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    Rob Tamburro
    Unica