CSIO enhances the Canadian broker insurance channel by providing data standards, technology solutions, and education opportunities to our 38,000+ member network.

Fast and easy access to policy, claims and billing information frees up brokers to do what they do best - exceptional customer service. All connections need to go through CSIO’s VPN or robust API, keeping them safe during the exchange. Immediate access to documents to service your customers directly in the Broker Management System.

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Quickly and easily launch the solution within your broker management system (BMS) or customer management software (CMS). Meets regulatory requirements for sending documents and proof of auto insurance cards to your personal and commercial lines customers.

CSIO, the Centre for Study of Insurance Operations, is the Canadian property and casualty insurance industry's nonprofit association of insurers, brokers and software providers. [1] Much of its work is in the development of data standards, especially XML and EDI , for the transmission of insurance information throughout the Canadian P&C ...

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Simply log on to the CSIO.com website and navigate to CSIO.com/eLearning. Click on the Access the eLearning Courses button to access the eLearning courses. To start a course, simply click on the course tile above.

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Open Claims List - A listing of all open claims - those not cancelled or marked job not sold, within the timeframe you specify including all timeline dates, estimate totals and payment summary data.Note: Open is defined as no COS has been submitted. Comparative - A summary by carrier of claims assigned, cashouts, cashout %, estimates submitted, estimated dollars …

Find your mailbox information to help you connect with business partners faster. Quickly search CSIOnet machine addresses and other credentials you need to connect with your trading partners by using this CSIOnet Global Lookup tool. You will need this information to set up a new computer to perform EDI downloads with brokers on CSIOnet.