Canadian Underwriter

Event

My Proof of Insurance – Policy Works Integration


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by CSIO
February 19, 2019
Webinar


This webinar is complimentary for all CSIO members.  Brokers are members of CSIO through their provincial broker association.

This webinar will provide information on Policy Work’s integration with the My Proof of Insurance eDelivery solution, enabling brokers to send customers eSlips and other policy documents electronically using a seamless and efficient workflow.

 

Agenda:

  • Digital consumer market trends
  • Digital Wallet and My Proof of Insurance
  • Registering for My Proof of Insurance
  • Policy Works setup
  • Policy Works workflow
  • Questions

When: Tuesday, February 19, 1 – 2 pm EST



Visit event's website
https://www.csio.com/event/webinar-my-proof-insurance-policy-works-integration-1




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