CSIO Going Paperless with My Proof of Insurance Broker
Course Description
Learn how your business can make the move to paperless while creating a digital experience for your customers! This course provides an introduction to My Proof of Insurance, the industry’s solution that enables brokers to send customers digital policy documents for all lines of businesses, as well as proof of auto insurance (eSlips) which gets stored in the mobile wallet. eSlips have been used by brokers to provide a digital customer experience: Now with regulatory approval in almost all regions of Canada, now is the time to make the switch to paperless.
At the end of the course, you will be able to:
- Utilize security and convenience of mobile wallet technology
- Use of My Proof of Insurance’s portal for reporting, customizable templates and branding
- Identify methods for BMS integrations.
- Set up an account
- Send emails with eSlips and document attachments
- Identify key marketing materials and resources available to educate your customers on eSlips.
Recommended For: All Brokerage staff