EZ-Docs enhancement supports broker efficiency

RSA is now successfully transmitting live policy documents to a broker system using the Centre for Study of Insurance Operations’ (CSIO) latest XML standards, a move meant to enhance broker efficiencies and streamline workflows.

Brokers currently using RSA’s EZ-Docs tool to access electronic copies of policy documents will now be able to get copies of eligible documents automatically downloaded daily via CSIOnet, notes a statement from RSA. Brokers whose systems are capable can have these documents attached directly to their clients within their broker management system (BMS) without manual intervention.

“This has been a major priority for RSA’s eBusiness B2B team and we look forward to a continued partnership with brokers, vendors and the CSIO in enhancing broker efficiency,” Steve Knoch, senior vice president of IT and eBusiness for RSA, says in a statement.

“Direct electronic document download to a broker’s BMS provides increased efficiencies, improves the speed at which a broker copy of documents is available for a broker to review and satisfies our regulatory requirements,” adds Rick Orr, president of the Insurance Brokers Association of Ontario.

The pilot of the new functionality has begun for select brokers using Zycomp’s PowerBroker, Keal’s sigXP and CSSI’s The Broker’s Workstation. The functionality will be launched to all brokers across the country in the coming weeks subject to their BMS capability.