Logiciels Deltek Inc. Becomes the First BMS Vendor to Earn CSIO’s eDocs Certification

TORONTO, ON, JULY 25, 2024/insPRESS/ – CSIO congratulates Logiciels Deltek Inc. (Deltek) on being the first Broker Management System (BMS) vendor to earn CSIO’s eDocs Certification, confirming they have implemented all 40 updated eDocs codes and descriptions for personal and commercial lines.

With this Certification, insurers working with Deltek can be confident when sending updated eDocs codes and descriptions that the accurate code and description will be presented in the BMS. Insurers are working to deploy the updated eDocs codes and descriptions into production and Deltek will support previously used eDocs during this transition period. Brokers will start seeing the updated eDocs in their BMS once their insurer partners have completed deployment.

As insurers and BMS vendors program and prepare to move the updated eDocs into production, CSIO’s eDocs Implementation Steering Committee is working to ensure successful industry implementation. Deltek is a valuable Committee member, collaborating with industry peers and providing feedback on programming and testing. “Deltek is pleased to achieve eDocs Standards Certification,” said David Larkin, President of Logiciels Deltek Inc. “This Certification demonstrates our commitment to supporting this industry initiative that will remove administration tasks from brokers and provide clearly defined labelling of eDocs.”

“I commend Deltek for being the first vendor to attain CSIO’s eDocs Certification,” said Catherine Smola, President & CEO of CSIO. “This is a major achievement in enhancing broker connectivity, as brokers will be able to recognize the nature of the eDoc in their BMS without needing to open the file.”

CSIO worked with the industry to update the eDocs codes and descriptions to ensure clear labelling in a BMS, saving brokers time and money and of those brokers who completed CSIO’s eDocs survey, 81% expect to save up to a minimum of 1 hour per day upon receiving the updated eDocs descriptions.

In addition to Deltek’s eDocs Certification, more CSIO members are working towards completing their 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.

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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 Logiciels Deltek Inc.

Founded in Quebec in 1995, Logiciels Deltek Inc. offers insurance brokers a flexible Broker Management System (BMS) solution that supports management operations with its leading-edge technology. The company offers a solution for policy bonds and is the first to market a solution specially adapted for insurance broker networks. It also provides several services that increase office efficiency, including website design, custom email service, automatic data backup, application hosting and phone call recordings. To learn more, please visit www.deltek.ca.

For further information, please contact:

David Larkin | President 730 rue Galt Ouest, bureau 302, Sherbrooke, QC  J1H 1Z3 514-312-8952 / 581-318-8719 / 819-346-3312 www.deltek.ca.