CSIO Establishes an eDocs Implementation Steering Committee

CSIO Establishes an eDocs Implementation Steering Committee

TORONTO, NOVEMBER 21, 2023/insPRESS/ – CSIO is pleased to announce that it has formed an eDocs Implementation Steering Committee to ensure the successful industry implementation of CSIO’s refined eDocs codes and descriptions.

The labelling of eDocs in broker management systems (BMS) between insurers is inconsistent, leading to additional administrative work for brokers. After holding various discovery sessions with insurers, vendors, and brokers, and surveying brokers, CSIO developed the new eDocs codes to ensure eDocs are clearly labelled when received in the BMS. The new eDoc codes were then presented to the eDocs Working Group and INNOTECH Steering Committee where consensus was reached on a list of clear and consistent eDocs codes and descriptions. The business requirements have been shared with insurers and vendors to scope their programming effort and have the eDocs codes and descriptions updated in their systems.

The Committee’s members, comprised of insurers, vendors, and brokers, will provide high-level assistance in ensuring that a robust end-to-end User Acceptance Testing (UAT) plan for implementing CSIO’s refined eDocs codes and descriptions is executed. The members will also support unified communication between brokers and the industry.

On November 20, the Committee held its first meeting, where it reviewed the Committee’s mandate and members, implementation timelines, UAT requirements, and meeting frequency.

CSIO’s eDocs Implementation Steering Committee members:


Aviva Canada: Steven Chan
CAA & Echelon: Cyril Lo
Chubb Insurance Company of Canada: Karim Jina
Commonwell Mutual Insurance Group: Justin Davidson
Definity: Michael Burton, Pamela Todd
Gore Mutual Insurance Company: Shane Mannion
Insurance Company of PEI: Bryan Harper
Intact Insurance: Benjamin Kantanka, Stephanie Phillips
Northbridge Insurance: Linda McConnell, Majuran Siva, Malvik Chhatbar, Sonia Martin
Prysm Insurance: Kevin Trudel
Travelers Canada: Lori Pino
Unica Insurance: Robert Tamburro
Wawanesa Mutual Insurance Company: Anna Juangco-Maniquiz, Jason Mowat, Pedro Neves

See also  NASA Doesn't Want Random Billionaires Messing Up The Hubble Space Telescope


Acturis Canada Inc.: Chris Lavelle, Mitchell Guest
Applied Systems Canada: William Ma
Cognition +: Jason Kraft, Kurtis Ginzel
Logiciels Deltek Inc.: David Larkin
Promutuel Assurance: Karim Laïfaoui
Rival Insurance Technology: Brian Canart
SEH Computers Systems Inc.: Robert Yorke
Vertafore Canada: Natasha Joyal


Andrew Agencies Ltd.: Denise Chadney
Bauld Insurance: Megan Jennex
Janzen Insurance: Andrew Janzen
Mitch Insurance: Chris Rotozinski
PROLINK: Sandra Willis
Summit Commercial Solutions Inc.: Susan Gilbert

“Refining CSIO’s eDocs codes and descriptions was a major achievement for industry standardization. The Committee is dedicated to supporting insurers, vendors, and brokers during this implementation period,” said Catherine Smola, President & CEO of CSIO. “We are grateful to the Committee members for lending their expertise to this important industry initiative.”

In addition to establishing the Committee, CSIO asked insurer and BMS vendor members to provide implementation timelines for programming the refined eDocs codes and descriptions for personal and commercial lines of business. From their responses, we have published programming scorecards on CSIO.com.

– 30 –

About Centre for Study of Insurance Operations (CSIO)

CSIO is Canada’s industry technology association of property and casualty insurers, vendors and over 38,000 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. In addition, CSIO operates the industry-owned mail network service. The CSIO XML Standard is licensed to CSIO by ACORD (Association for Cooperative Operations Research and Development). For more information, visit csio.com.

See also  This YouTube Channel Can Help You Decide If You Can Afford That New Car

For further information, please contact:

Debbie Vassos, BBA, CDMP | Manager, Marketing & Communications
110 Yonge Street, Suite 500 | Toronto, ON M5C 1T4
(416) 360-1773 x 1721 | 1 (800) 463-2746 x 1721
dvassos@csio.com | www.csio.com