Echelon Insurance Obtains CSIO Certification for new Passport system eDocs

Regina, SK (Mar. 7, 2018) – The Centre for Study of Insurance Operations (CSIO) is pleased to announce that Echelon Insurance has obtained CSIO Certification for Personal Lines eDocs generated by their new policy management system, Passport.

“As a broker-exclusive insurer, Echelon is committed to investing in technology to support seamless interaction with our brokers,” says Serge Lavoie, President & CEO, Echelon Insurance. “CSIO’s recent certification of Echelon’s new policy system, Passport, marks a key step in our ongoing plan to improve our systems and broker connectivity.”

When eDocs are used to their full potential, sending, receiving, sorting, scanning and destroying paper is no longer necessary, saving the industry significant amounts of time and money.

“We congratulate Echelon Insurance on obtaining CSIO Certification for Personal Lines eDocs and demonstrating their continued commitment to helping their broker partners create and implement more efficient processes,” says Catherine Smola, President & CEO of CSIO.

CSIO Certification is available to member insurance companies and vendors; visit to learn more about the CSIO Certification program.

Brokers can use the eDocs Savings Calculator to determine their daily, monthly and yearly savings in time and money from adopting eDocs.

About Centre for Study of Insurance Operations (CSIO)

CSIO is Canada’s industry technology association of property and casualty insurers, software providers and over 36,000 brokers. CSIO is committed to improving the consumer’s ease of doing business within the broker channel by overseeing the development, implementation and maintenance of technology standards and solutions such as eDocs, eDelivery, and eSignatures. In addition, CSIO operates CSIOnet, a secure, industry-owned platform for the efficient exchange of policy information for the broker channel. CSIO maintains offices in Toronto and Montreal. For more information, visit

About Echelon Financial Holdings Inc.

Founded in 1998, Echelon operates in the property and casualty insurance industry in Canada, primarily focusing on non-standard automobile insurance and other specialty P&C insurance products. The Company operates and distributes insurance products through Echelon Insurance and The Insurance Company of Prince Edward Island. It trades on the Toronto Stock Exchange under the symbol EFH. For more information, please visit

SOURCE: Centre for Study of Insurance Operations (CSIO)

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