My Proof of Insurance – Policy Works Integration

By Michael Spiar, | January 30, 2019 | Last updated on January 29, 2025
1 min read

This webinar is complimentary for all CSIO members.  Brokers are members of CSIO through their provincial broker association.

This webinar will provide information on Policy Work’s integration with the My Proof of Insurance eDelivery solution, enabling brokers to send customers eSlips and other policy documents electronically using a seamless and efficient workflow.

 

Agenda:

  • Digital consumer market trends
  • Digital Wallet and My Proof of Insurance
  • Registering for My Proof of Insurance
  • Policy Works setup
  • Policy Works workflow
  • Questions

When: Tuesday, February 19, 1 – 2 pm EST

Event Details:

Start Date: 19/02/2019

End Date: 19/02/2019

Address: Webinar

Website: https://www.csio.com/event/webinar-my-proof-insurance-policy-works-integration-1

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Michael Spiar