CSIO has recognized Vertafore Canada for achieving eDocs Certification after implementing 40 updated eDocs codes and descriptions into its SIG Broker Management System (BMS).
By programming the updated eDocs Standards, Vertafore ensures that descriptions are consistently labelled when insurers send eDocs to brokers. This standardization allows brokers to identify documents without opening each one, reducing time spent on manual review and improving workflow efficiency. Once insurers release the updated eDocs into production, brokers will have access to the latest codes and descriptions within their BMS.
Natasha Joyal, senior director of development at Vertafore Canada, reaffirmed the company’s commitment to integrating modern and simplified technology in its broker distribution channel.
“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,” Joyal said.
Meanwhile, interim president Kathryn Sinclair highlighted the importance of the initiative.
“CSIO’s eDocs initiative is a key industry priority to increase workflow efficiency for brokers. By implementing the updated eDocs and obtaining Certification, Vertafore is dedicated to improving and streamlining broker operations,” Sinclair said.
Sinclair took the helm at CSIO following the departure of Catherine Smola, who will pursue other opportunities. Sinclair has more than 20 years of experience in the property and casualty insurance sector. She previously served as vice president of strategy and operations, where she led initiatives aimed at improving processes within the broker channel.
All BMS vendors have implemented the updated eDocs and more insurers are expected to deploy them this year, according to the CSIO.
Recently, CSIO has expanded its commercial lines (CL) data standards to include cyber and errors & omissions insurance. The inclusion of cyber into the standards will allow brokers to quote and bind cyber risks up to $1 million.
