CSIO releases XML standards for E-docs

The Centre for the Study of Insurance Operations (CSIO) has released its XML Standards for electronic documents, known as ‘E-docs.’

With E-doc workflows, PDF files of the policies are sent directly from the insurer to the broker management system (BMS) using the CSIO download. They are then attached directly to the client screen within the BMS, Rick Orr, president of Insurance Brokers Association of Ontario (IBAO) said in an article in the February 2012 issue of Canadian Underwriter.

Commenting on the release of the standards, Orr told Canadian Underwriter on Mar. 6: “IBAO is pleased that the industry took a breath, stepped back and ensured that the standard is the best it can be. We are sure that Canadian insurers and vendors will embrace the standard and start building to it to deliver efficiencies to both brokers and insurers.”

CSIO will host an XML National Standards Workgroup on Mar. 23, 2012 between 9:30 a.m. and 11 a.m.. The meeting will be held at CSIO’s headquarters on 110 Yonge Street, Suite 500, in Toronto, Ontario.

The agendas and workgroup documentation are located on CSIO’s website at: http://www.csio.com/en/calendar/standardsagendas.html.