CSIO eDocs

"We’ve received tremendous value from eDocs over the years. They’ve reduced our costs in paper, printing and postage while also putting digital policy documents at brokers’ fingertips. The recent postal strike and the pandemic brought home just how critical it is for our industry to offer a digital option.”

“Standardized descriptions and codes, and real-time information mean we can service our customers quickly and efficiently. As a brokerage owner and operator, the more eDocs we can get into our BMS, the better – it provides us accurate information at our fingertips.”

“Customers and brokers expect faster, on-demand customer service. That relies on seamless, efficient communication of policy data and documents between carrier and broker systems.
Solutions CSIO provides such as eDocs and My Proof of Insurance answers that need. Brokers get documents directly into their BMS and stored in the client file and customers get documents and eSlips directly to their email. That’s transformational for the industry.”