INNOTECH Claims Working Group Presents CSIOnet and eDocs as Chosen Solution

Toronto, ON (Jan. 7, 2021) – CSIO’s INNOTECH Claims Working Group is pleased to announce that it has chosen CSIOnet and the CSIO eDocs Standard to facilitate the claims notification solution. Utilizing CSIOnet and building on the success of eDocs, the INNOTECH Claims Working Group has endorsed expanding eDocs to provide claims notifications to brokers. Used by over 2,200 brokerages and all major insurers, their broad industry adoption made these solutions the obvious choice.

The claims notification solution is being built to remove unnecessary steps and friction surrounding a client’s claims status inquiry. The current process requires a broker to contact the insurer to gain information for a client’s questions about their claim status, which takes up valuable time and presents a cumbersome customer service experience. By expanding eDocs to include claims notifications, brokers will have that information accessible in their BMS, clearly labeled and attached to their client’s file. This solution provides a universal and consistent approach to support brokers in servicing claims inquiries directly from their BMS.

The INNOTECH Claims Working Group determined the most common scenarios and the claims updates most significant for the broker to assist the client. Comprised of subject matter experts from a cross-section of brokers, insurers and service providers, as well as the Insurance Brokers Association of Canada (IBAC), insurers and BMS vendors can now begin to implement the solution.

“CSIO has shown how collaboration with insurers, brokers, and vendors can streamline pertinent information in a concise and logical manner,” says Rose Cavaliere, Operations Manager at Dawson & Keenan Insurance Ltd. “Having a solution that allows accurate, up-to-date claims status information to be accessed by a broker from their BMS is a celebrated step forward in the insurer-broker partnership and enhanced customer service.”

“Insurers and brokers are part of a synergistic relationship in supporting the client,” says Mark Evans, Director Claims Digital at RSA Canada who leads a team that participated in the working group. “By leveraging CSIO eDocs, a highly adopted solution, to share claims notifications, brokers will have critical data readily available to them in their BMS supporting a positive customer journey.”

Insurers and service providers interested in implementing the solution or reviewing the lists of claims scenarios can visit the INNOTECH website to learn more.

About Centre for Study of Insurance Operations (CSIO)

CSIO is Canada’s industry technology association of property and casualty insurers, service 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 eDocs, My Proof of Insurance eDelivery, and eSignatures. In addition, CSIO operates CSIOnet, a secure, industry-owned platform for the efficient exchange of policy information for the broker channel. The CSIO XML Standard is licensed to CSIO by ACORD (Association for Cooperative Operations Research and Development). CSIO maintains offices in Toronto and Montreal. For more information, visit

About Dawson & Keenan Insurance Ltd.

As the area’s top locally-owned insurance broker, Dawson & Keenan has been protecting the community with customized solutions for business and personal insurance since 1982. We believe in taking the time to know our clients and their unique circumstances so we can provide the best possible insurance products to fit their needs.

About RSA Canada

The RSA Canada group of companies includes Roins Financial Services Limited, Royal & Sun Alliance Insurance Company of Canada, Quebec Assurance Company, Johnson Inc., Unifund Assurance Company, Western Assurance Company, Ascentus Insurance Ltd., Canadian Northern Shield Insurance Company and RSA Travel Insurance Inc. (collectively, “RSA Canada”) and is part of a group of companies headed by RSA Insurance Group Plc. RSA Canada employs more than 2,900 people across Canada and is one of the oldest insurance companies in the country with roots dating back to 1833. For more information, visit

SOURCE: Centre for Study of Insurance Operations (CSIO)

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