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CSIO recognizes three-company collaboration for linking broker-carrier systems


May 31, 2012   by Canadian Underwriter


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The Centre for Study of Insurance Operations (CSIO) has recognized a three-company collaboration that is helping brokers do their jobs more efficiently.

At its annual meeting on May 29, CSIO president Catherine Smola presented the technology award for the innovative use of CSIO standards by Unica Insurance, iter8 Incorporated and Keal Technology.

Supported by iter8’s technology, Keal’s broker management system and Unica’s systems are now linked for certain broker transactions such as policy inquiry and billing and claims inquiry.

Looking for tools to help brokers be more productive, the “opportunity came up to utilize CSIO standards and to implement this technology, which allows the brokers to directly access our back-end system for some of their transactions,” says Bryan Bedford, marketing and broker technology analyst for Unica Insurance.

The technology offers a bridge, a means for brokers to eliminate some steps on their end, Bedford suggests.

Brokers were looking for “one and done from the broker to the carrier,” says David Gallagher, vice president of marketing for iter8. Now, brokers can “service their customers better instead of focusing on doing the typing and the keying on those types of transactions,” Gallagher adds.