Partner Content

My Proof of Insurance eDelivery Solution – Broker Walkthrough

This webinar is complimentary for all CSIO members.  Brokers are members of CSIO through their provincial broker association Join our live demonstration of the CSIO My Proof of Insurance eDelivery solution and learn how to create a digital experience for your customers! This solution is free to CSIO members and enables you to send customers […]

By Michael Spiar | January 30, 2019

1 min read

My Proof of Insurance – Policy Works Integration

This webinar is for CSIO Members only. 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 […]

By Michael Spiar | January 30, 2019

1 min read

Digital Marketing – Unlocking your Digital Front Door

This webinar is for CSIO members only. Join this webinar to hear from digital marketing experts Jeff McCann and Margo Lyons of Digital MGA Marketplace as they discuss the trends and best practices for effectively promoting your insurance business in the digital space. In this webinar, you will learn: What a digital presence does for your brokerage First […]

By Michael Spiar | January 30, 2019

1 min read

My Proof of Insurance-Applied TAM Integration

This webinar is for CSIO Members only. **This session is for Applied TAM users only** This webinar will provide information on Applied TAM’s integration with the My Proof of Insurance eDelivery solution, enabling brokers to send customers eSlips and other digital policy documents electronically through seamless and efficient workflow directly in their BMS. Agenda: Digital consumer market trends […]

By Michael Spiar | January 30, 2019

1 min read