As an IBAO Member, you’re automatically a member of the Centre for Study of Insurance Operations, more commonly referred to as CSIO. Which means you’re eligible to access helpful resources, tools and solutions for your brokerage.

CSIO is a Canadian association that collaborates with P&C brokers, insurers and vendors to advance data standards and technology for the broker channel. “We’re committed to leading industry collaboration and innovation to improve the competitiveness of the broker distribution channel for the benefit of the insurance customer,” said Catherine Smola, President & CEO.

Here are the six main CSIO value-add solutions and services that will help you maintain a competitive edge.

Emerging Technology
CSIO collaborates with insurance leaders through several industry working groups to drive emerging technologies and provide innovative solutions. These teams improve tools and processes the broker channel relies on.

Professional Development
Choose from a diverse catalog of free, accredited online education on the latest technology and digital trends. CSIO’s three education streams—Cybersecurity, Digital Marketing and Technology Innovation—ensure you’re receiving formal training from industry experts on today’s hot topics.

The Digital Broker Designation
After completing six CSIO courses, you’re awarded a Digital Broker Designation with an industry-recognized certificate and congratulatory logo highlighting your versatility and commitment to excellence in education.

My Proof of Insurance (MPOI)
The My Proof of Insurance solution allows you to securely send digital documents to your customers including proof of auto insurance and policy documents directly from your BMS. Clients can store eSlips in their digital wallet and show it on their mobile device when needed.

This industry network allows eDocs and policy downloads to be stored and accessed directly from your BMS. More than 38,000 brokers use the network daily to quickly and securely exchange policy, claims and billing information with their insurers’ systems.

Industry Forms
Over 100 standard insurance forms that save you time and money are easily downloadable from CSIO’s website. All forms are mapped to EDI and XML data standards, facilitating smooth integration with your systems.

Give these CSIO member benefits a try by creating an account at