Applied Systems Canada Achieves CSIO’s eDocs Certification

(Toronto – August 26, 2024)  CSIO congratulates Applied Systems Canada (Applied) on achieving CSIO’s eDocs Certification. Applied has confirmed that all 40 updated eDocs codes and descriptions have been implemented in both their Broker Management System (BMS) platforms, Applied Epic and Applied TAM, for personal and commercial lines.

With this Certification, insurers working with Applied can be confident that their eDocs codes and descriptions will be clearly and consistently displayed when sending updated eDocs to brokers. Inconsistent and unclear eDocs labels can create extra administrative burdens for brokers, leading to inefficiencies and increased costs. eDocs offer a wide range of supported business transactions for both commercial and personal lines, making them a versatile solution that enhances broker workflows. The updated eDocs will be available to brokers in their BMS when released in production by their insurer partners.

“The industry is rapidly evolving, and brokers now expect seamless digital experiences to simplify their internal and customer facing workflows,” said Steve Whitelaw, Senior Vice President and General Manager at Applied Systems Canada. “Clearly labelled eDocs are critical for brokers to conduct business effectively. By achieving this eDocs Certification, Applied is helping brokers streamline operations by delivering consistently labelled and coded eDocs allowing for the automation of low value tasks.”

“Applied’s eDocs Certification has a significant impact on the P&C industry,” said Catherine Smola, President & CEO of CSIO. “We commend Applied for implementing the updated eDocs Standards to provide brokers with an enhanced experience.” In addition to Applied’s eDocs Certification, more CSIO members are actively pursuing their own Certification. Insurer and BMS vendor members can download the eDocs Business Requirements and Certification Document to apply for Certification.

Learn more about CSIO’s Updated eDocs Initiative and check the eDocs Programming Scorecard to see the status of an insurer or BMS vendor on csio.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. For more information, visit csio.com.

For further information, please contact:

Karen Hatch | Director, Communications 110 Yonge Street, Suite 500 | Toronto, ON M5C 1T4 (416) 360-1773 x 2300 | 1 (800) 463-2746 x 2300 khatch@csio.com | www.csio.com

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 agency and 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.

Media Contact:

Kristen Dolson Senior Director of Marketing Applied Systems kdolson@appliedsystems.com 416.931.0696