Applied Systems Achieves CSIO Commercial Lines Certification for Eight Business Segments

Applied Systems Canada Achieves CSIO’s Commercial Lines Certification for Eight Business Segments Across Applied Epic and Applied Policy Works

Toronto, ON (Aug. 19, 2025) – CSIO is pleased to announce that Applied Systems Canada has achieved Commercial Lines (CL) Data Standards Certification for eight business segments across their Applied Epic Brokerage Management System (BMS), and Applied Policy Works: Education, Farming, Health Services, Hospitality, Manufacturing/Processing, Member Organization, Warehousing and Wholesale Services.

With this achievement, Applied further enables the delivery of real-time quotes to brokers through an Application Programming Interface (API), as they also previously earned Certification for Business & Professional Services, Contractors, Retail and Real Estate Services. Applied’s brokerage partners can obtain commercial quotes within seconds from insurers who have integrated an API for the supported business segments.

When working with insurers and BMS vendors who program CL Data Standards, brokers benefit from seamless and precise data exchange and have the ability to quote and bind directly in their BMS. This creates a consistent and streamlined process that saves brokers time and increases productivity.

“We take pride in leading the industry by elevating broker connectivity and providing advanced digital experiences for our customers,” said Steve Whitelaw, Senior Vice President and General Manager at Applied Systems Canada. “Earning additional Commercial Lines Certifications is a noteworthy accomplishment for Applied and reaffirms our commitment to innovation and industry initiatives that help brokers thrive and continuously enhance their level of service.”

“CSIO is pleased to recognize Applied Systems’ Commercial Lines Certifications, a significant achievement that further promotes Standards adoption and strengthens the P&C industry,” said Kathryn Sinclair, Interim President at CSIO. “Advancing CL Data Standards is a priority for CSIO to automate business operations within the broker channel and support our members in delivering exceptional customer service.”

To earn Certification, insurers and BMS vendors must program CSIO’s CL Data Standards and demonstrate the ability to quote via API for any of the 14 published segments. Learn more about achieving CSIO Certification and view the list of Certified members on our website.

Brokers are invited to visit csio.com to view the IBC codes included in the CL Data Standards. They can also discover their brokerage’s savings when their insurer and BMS vendor partners implement the Standards using CSIO’s Commercial Lines Real Time Quote Savings Calculator.

About Applied Systems

Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is the world’s largest provider of brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people around the world to safeguard and protect what matters most. For more information, please visit appliedsystems.com.

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: Applied Epic, Applied Systems, Broker Management System (BMS), Centre for Study of Insurance Operations (CSIO), commercial lines, data standard