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Applied Systems partners with CSIO on electronic policy documents solution


March 26, 2018   by Jason Contant


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Broker management system (BMS) provider Applied Systems announced Monday that it has expanded its partnership with the Centre for Study of Insurance Operations (CSIO) to integrate CSIO’s My Proof of Insurance eDelivery solution with Applied Epic and Applied TAM in future product solutions.

Launched late last month, My Proof of Insurance enables CSIO members to send consumers their personal and commercial policy documents and auto liability cards (eSlips) electronically. Applied Epic allows clients to connect all lines of business, locations and staff with a single application; Applied TAM enables the automation of operations and management of client relationships with a single system.

As part of the partnership, brokers will be able to send digital policy documents to consumers via My Proof of Insurance. Consumers can save insurance documents on their computer or smartphone and store eSlips on their smartphone’s digital wallet.

Jeff Purdy, senior vice president of international operations at Applied Systems, said in a press release the company “has been committed for years to enabling our brokers and insurers to securely deliver policy documents, including pink slips, to the end insured through brokerage-branded online portals and mobile applications.” The continued collaboration with CSIO enables “brokers to reach their consumers across all channels while remaining in their daily workflows,” he said.

My Proof of Insurance eDelivery was developed by CSIO in collaboration with brokers and insurers, including Gore Mutual, Northbridge Insurance and RSA Canada, “to meet evolving consumer demands for anytime, anywhere, any device interaction,” CSIO said in February.


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1 Comment » for Applied Systems partners with CSIO on electronic policy documents solution
  1. Mark C says:

    All the other BMS can already do the delivery electronically – I guess this is good news if Applied can’t do it in their products. That said they really should have paid for this because they will probably be the only people who will use it.

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