Broker Best Practices for a Mobile-Optimized Website

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This CSIO white paper – featuring case studies of Canadian brokers – contains best practices guidance on how to develop an effective mobile website for your brokerage.

Toronto, ON (May 26, 2014) – In today’s fast-paced world, mobile web usage is occurring at an unprecedented pace, creating a tremendous opportunity for brokers to take advantage of this rising trend. Consumers are increasingly accessing the internet on their mobile devices to shop for insurance, and a website optimized for mobile consumers has become an essential part of conducting business. This white paper provides useful information tailored specifically to brokers on how to build an effective mobile website that serves this evolving consumer, while at the same time supporting your business goals.

CSIO spoke to various brokers across the country on their experience with implementing an effective mobile website for their brokerage. To complement our best practice research, this white paper contains case studies from:

  • Rhodes & Williams Insurance, based in Ontario;
  • Sussex Insurance, based in British Columbia;
  • Stanhope Simpson Insurance, based in Nova Scotia.

The term “mobile-optimized website,” or simply “mobile website,” generally refers to a website that has been designed and formatted to be easily interacted with on the small screens of mobile devices. This means that the text can be easily read – without having to zoom in – and the links and menu items can be easily selected. There are a few different approaches you can take to optimize your brokerage’s desktop website for mobile.

Click here to read the white paper now (PDF format), or visit for more information.

“Personally, very rarely do I actually look at a website on my desktop,” says Rick Orr, Chairman of the Board at Insurance Brokers Association of Ontario. “If I’m researching something for business when I’m sitting at my desk, I’m at my desktop, but most of the time when I’m visiting sites, I’m on my iPad or BlackBerry,” says Orr. “And to go to a website on my phone and have no functionality, I immediately close it and move on to something else. So it was critical that our website be optimized for mobile capabilities.”

About Centre for Study of Insurance Operations (CSIO)

CSIO is Canada’s industry association of property and casualty insurers, brokers and software providers. CSIO is committed to improving the efficiency and competitive position of the broker distribution channel by overseeing the development, implementation and maintenance of technology standards and solutions such as eDocs, Telematics and eSignatures. In addition, CSIO continues to maintain and operate the industry – owned EDI mail network service, CSIOnet. CSIO maintains offices in Toronto and Montreal. For more information, visit

SOURCE: Centre for Study of Insurance Operations (CSIO)