CSIO - eDocs Savings Calculator

On average, how many policy documents per day do you receive from insurers?

What is the hourly rate of the employee who organizes your policy documents?

Do you receive policy documents via mail and/or courier? Yes No

Do you download policy documents from insurer portals? Yes No

Do you store policy documents in your Broker Management System (BMS)? Yes No

Do you physically archive policy documents? Yes No

Cost Savings Time Savings

Daily	Monthly	Yearly

* Assumes 8 hour workdays, and 250 workdays per year

CSIO has published a number of informative resources to help promote and support the use of eDocs in the broker distribution channel: