Connected to the industry
CSIO / EDI.Connected to the industry.
Automate the receipt and processing of CSIO transactions to keep your products, clients and policies always up to date.
- New business
- Renewals
- Endorsements
- Cancellations
- Updates
- Fewer data-entry errors
- Time saved every day
The process
A simple, automated process
1ReceiptInsurer files arrive automatically.
2ProcessingEvery transaction is read and validated.
3MatchingTo products, clients, brokers and policies.
4UpdateYour files and volumes are updated in real time.
Visibility
Full control and visibility
Transactions that need attention are set aside, with the reason. The rest are processed without anyone re-keying them.
- Validation and exception handling
- Detailed reports by insurer and by broker
- Complete transaction history
- Integration with your products and rates
Exceptions to review 1
- Transaction
- Cancellation — RSA
- Policy
- RSA-4471-208
- Reason
- Effective date earlier than the last endorsement
- Suggestion
- Check the September 12 endorsement
Real people, ready to listen
Less re-keying, more time for your partners
When insurer transactions flow in on their own, your team wins back hours every week for what matters: your brokers and your insureds.
The Phoenix team — Candiac, Quebec
Ready to see Phoenix MGA in action?
A 30-minute demo, on your own cases.
Your products, your brokers, your insurers: an expert who knows MGAs shows you what changes, with no commitment.
