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 Standard 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:
eDocs Programming Scorecards
The scorecards display the implementation timelines provided by insurers and broker management systems (BMS) vendors for programming the updated eDocs codes and descriptions for Personal Lines and Commercial Lines.
Answering brokers' questions regarding the eDocs Programming Scorecards.