CSIO establishes committee to support standardization of eDocs

It tapped representatives from insurers, vendors and brokers

CSIO establishes committee to support standardization of eDocs


By Mika Pangilinan

The Centre for Study of Insurance Operations (CSIO) has announced the formation of an eDocs implementation steering committee to facilitate the integration of its refined eDocs codes and descriptions across the industry.

The technology association’s eDocs working group recently released business requirements to refine eDocs codes and descriptions in order to address labelling inconsistencies in broker management systems (BMS).

Now that these requirements have been communicated to insurers and vendors, CSIO has assembled a committee that will provide high-level assistance in the execution of an end-to-end user acceptance testing (UAT) plan for implementing the refined eDocs codes and descriptions.

The committee convened for its inaugural meeting on November 20, where it delved into discussions on its mandate, member roles, implementation timelines, UAT requirements, and meeting frequency.

Committee members

CSIO’s eDocs implementation steering committee includes representatives from different insurers, vendors, and brokers.


  • Aviva Canada - Steven Chan
  • CAA & Echelon - Cyril Lo
  • Chubb Insurance Company of Canada - Karim Jina
  • Commonwell Mutual Insurance Group - Justin Davidson
  • Definity - Michael Burton, Pamela Todd
  • Gore Mutual Insurance Company - Shane Mannion
  • Insurance Company of PEI - Bryan Harper
  • Intact Insurance - Benjamin Kantanka, Stephanie Phillips
  • Northbridge Insurance - Linda McConnell, Majuran Siva, Malvik Chhatbar, Sonia Martin
  • Prysm Insurance - Kevin Trudel
  • Travelers Canada - Lori Pino
  • Unica Insurance - Robert Tamburro
  • Wawanesa Mutual Insurance Company - Anna Juangco-Maniquiz, Jason Mowat, Pedro Neves


  • Acturis Canada Inc. - Chris Lavelle, Mitchell Guest
  • Applied Systems Canada - William Ma
  • Cognition + - Jason Kraft, Kurtis Ginzel
  • Logiciels Deltek Inc. - David Larkin
  • Promutuel Assurance - Karim Laïfaoui
  • Rival Insurance Technology - Brian Canart
  • SEH Computers Systems Inc. - Robert Yorke
  • Vertafore Canada - Natasha Joyal


  • Andrew Agencies Ltd. - Denise Chadney
  • Bauld Insurance - Megan Jennex
  • Janzen Insurance - Andrew Janzen
  • Mitch Insurance - Chris Rotozinski
  • PROLINK - Sandra Willis
  • Summit Commercial Solutions Inc. - Susan Gilbert

In addition to forming the committee, CSIO requested its insurer and BMS vendor members to provide implementation timelines for programming the refined eDocs codes and descriptions for personal and commercial lines of business.

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