Seamless Transfers, Easy Downloads
Smooth, fast downloads of documents directly from an insurer’s or vendor’s system to a broker management system (BMS), via CSIOnet. They’re reliable and effective, since the eDocs Standards ensures insurers and vendors follow the agreed structure.
Updated eDocs Descriptions & Implementation Resources
Click here to view the resource guide for 15 Billing eDoc Descriptions.
Click here to view the resource guide for 5 Cancellation & Lapse eDoc Descriptions.
Click here to view the resource guide for 12 Policy Transaction eDoc Descriptions.
Click here to view the resource guide for the Underwriting Request eDoc Description.
Click here to view the resource guide for 7 Claims eDoc Descriptions.
Click here to view our business requirements guide for step-by-step instructions to program sending eDocs via CSIOnet. Details on the certification process and self-assessment criteria are included.
Benefits of CSIO's eDocs:
High Adoption
Most widely used document delivery technology in the industry: over 85 insurers, 45 vendors and 43,000 brokers use eDocs daily.
All Transactions
All lines of business transactions are supported, from billing to claims for commercial, farm and personal lines.
Versatile
Any software, any document, any file type. eDocs supports them all.
eDocs Programming Scorecard
The scorecard below displays the implementation timelines provided by insurers and vendors for programming the updated eDocs codes and descriptions. Brokers can refer to the FAQ section at the bottom of the scorecard for additional information.
Get Certified
Verify you’ve implemented the refined eDocs for Personal Lines and Commercial Lines.
Ensure a streamlined workflow for eDocs exchange with brokers.
Learn more about CSIO Certifications
Testimonials
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"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.”
Linda McConnell, National Director, Business Services & Solutions,
Northbridge Insurance -
“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.”
Aly Kanji, President & Chief Executive Officer,
InsureLine Brokers Inc. -
“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.”David Larkin, President,
Logiciels Deltek Inc.
