Applied Systems Integrates CSIO’s My Proof of Insurance Solution with Epic Broker Management System

Toronto, ON (Oct. 3, 2019) – CSIO is pleased to announce that Applied Systems has integrated the My Proof of Insurance solution with the latest release of Applied Epic. The Integration enables brokers to send customers digital policy documents for personal and commercial lines, including proof of auto insurance (eSlips), without leaving the management system.

“Since the integration of My Proof of Insurance with Applied TAM back in November 2018, we’ve received excellent feedback from brokers on efficiencies and customer satisfaction gained,” says Steve Whitelaw, Vice President, Industry and Partner Relations. “Now with this latest integration, we are further demonstrating our commitment to the Canadian market to provide our customers with choice and the ability to provide digital, seamless experiences to their consumers.”

“Brokers want to provide the best possible customer experience and for many consumers, that means providing insurance documents digitally, including their pink cards,” says Catherina Smola, President and CEO of CSIO. “I congratulate Applied Systems on their second product integration with My Proof of Insurance, demonstrating their continued commitment to streamlining brokers’ workflows.”

Applied Epic users can participate in a walkthrough of the integration, including a demo of the My Proof of Insurance solution. A live webinar will be held on October 30, 2-3PM ET, featuring an Applied panelist who will walk them through the Epic setup and workflow.

The My Proof of Insurance eDelivery solution was developed by CSIO, in collaboration with brokers and insurers, to meet evolving consumer demands for anytime, anywhere, any device interaction. To see the many other software providers that have implemented the My Proof of Insurance solution, click here.

About Applied Systems

Applied Systems is the leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people around the world to safeguard and protect what matters most. For more information, please visit

About Centre for Study of Insurance Operations (CSIO)

CSIO is Canada’s industry association of property and casualty insurers, software providers and over 38,000 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 My Proof of Insurance, eDocs and eSignatures. In addition, CSIO operates the industry-owned mail network service, CSIOnet. CSIO maintains offices in Toronto and Montreal. For more information, visit

SOURCE: Centre for Study of Insurance Operations (CSIO)

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