Vertafore Canada Enhances Broker Efficiency by Achieving CSIO’s eDocs Certification
Toronto, ON (Mar. 12, 2025) – CSIO is pleased to congratulate Vertafore Canada on achieving CSIO’s eDocs Certification by implementing the 40 updated eDocs codes and descriptions into their SIG Broker Management System (BMS).
Vertafore programming the updated eDocs Standards ensures that descriptions are consistently labelled when insurers send eDocs to brokers. This is a significant advantage for brokers as it eliminates the need to open every eDoc to determine if action is required, saving them time and optimizing their workflows. Once the updated eDocs are released into production by their insurer partners, the latest codes and descriptions will be available to brokers in their BMS.
“In a rapidly changing insurance landscape, we are firmly committed to integrating modern, simplified technology that drives automation in the broker distribution channel,” said Natasha Joyal, Senior Director of Development at Vertafore Canada. “Having deployed the changes in 2024, we are proud to earn the eDocs Certification as Vertafore Canada continuously strives to provide brokers with every opportunity for further enhancements to customer service and connectivity with insurers.”
“CSIO’s eDocs initiative is a key industry priority to increase workflow efficiency for brokers,” said Kathryn Sinclair, Interim President at CSIO. “By implementing the updated eDocs and obtaining Certification, Vertafore is dedicated to improving and streamlining broker operations.”
All BMS vendors have deployed the updated eDocs into production and more insurers will deploy them in 2025. To apply for eDocs Certification, insurers can download CSIO’s eDocs Business Requirements and Certification Document.
View our eDocs Programming Scorecard to check the status of an insurer.
About Vertafore
Vertafore’s comprehensive insurance management software solutions allow brokers and carriers to adapt to the evolving insurance industry by efficiently scaling their businesses through deeper access to information and insights. The Vertafore platform features fast innovation, partnerships with the best technology companies and customizable solutions to help companies remain independent during a time of industry disruption. As the leader in modern insurance technology with the largest customer base in the industry, Vertafore connects every point of the distribution channel, from agencies and carriers to MGAs, MGUs and state governments. For more information, visit www.vertafore.com.
About Vertafore Canada
Vertafore Canada is the expert in Canadian broker innovation and a leader in the BMS (Broker Management Systems) and CMS (Commercial Management Systems) marketplace for insurance and financial services brokers. Vertafore Canada offers an integrated suite of products designed to increase revenue through efficient use of technology. In 2016, Vertafore acquired Vertafore Canada, a leading provider of broker and commercial management systems in Canada. For more information, visit www.vertafore.ca.
About Centre for Study of Insurance Operations (CSIO)
CSIO is Canada’s industry technology association of property and casualty insurers, vendors and over 43,000 brokers. CSIO is committed to driving innovative solutions that enable the best insurance experience in Canada by overseeing the development, implementation, and maintenance of technology Standards and solutions, such as CSIOnet, eDocs, and My Proof of Insurance. The CSIO XML Standard is licensed to CSIO by ACORD (Association for Cooperative Operations Research and Development). For more information, visit www.csio.com.
SOURCE: Centre for Study of Insurance Operations (CSIO)
Tags: Brokers, Centre for Study of Insurance Operations (CSIO), data standard, eDoc, Vertafore