Send CSIO eSlips/eDelivery

CSIO’s My Proof of Insurance eDelivery solution provides a consistent, recognizable platform through which brokers, vendors, and companies can send digital documents—including eSlips, the digital replacement for pink cards—to the insured. In addition to providing messaging from a single, consistent location, the eDelivery service provides greater privacy and security to your insureds than email alone.

To generate an eSlip for proof of auto insurance, perform the Send CSIO eSlip action from the Policy area. Completing this action prompts CSIO’s eDelivery service to email the eSlip proof of insurance to the insured as a digital wallet attachment that they can open on their mobile device. CSIO sends an eDoc based on the eSlip to your brokerage’s mailbox as confirmation. When your brokerage processes eDocs & Messages download, this eDoc is added to the client’s Attachments list. The Send via eDelivery action from the Attachments area enables you to send eDelivery attachments without an eSlip.

In order to use the eSlip capability, you must enter the CSIO-provided credentials for your brokerage's API account in the system in CSIO eDelivery Configuration. Contact your brokerage’s system administrator to verify that the credentials have been entered for each branch.

CSIO allows attachments up to 25 MB and the service only accept the following file types: doc/docx, xls/xlsx, pdf, png, jpg/jpeg, gif, and tiff/tif. The file size limit and file types allowed is at CSIO’s discretion. For further details about CSIO eDelivery, including the digital wallet format and the apps needed to view digital wallet files, click here. CSIO has also launched a website explaining eDelivery to an insured.

To generate and send a CSIO eSlip or an eDelivery attachment to your clients via email, complete one of the following workflows:

• From the Policies area, send a CSIO eSlip.
  1. Locate the account and access the Policies area.
     1. To access Accounts from the Home screen, do one of the following:

     1. • Click Accounts on the navigation panel.
        • Click Areas > Accounts on the menubar.
        • Click the down arrow next to Home on the options bar and select Accounts.
        • Click Locate on the options bar.

     To access Accounts from another area of the program, do one of the following:

     • Click Home > Accounts on the menubar.
     • Click the down arrow next to Home on the options bar and select Accounts.
     • Click Locate on the options bar.

     2. In the Locate account dropdown menu, select Client.
     3. In the Locate by dropdown menu, select the appropriate option.
     4. Select the suitable checkbox or checkboxes to the right:
        • Insureds
        • Prospects
        • Active
        • Inactive
     5. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and press [Enter] or click Locate.
        
        Note: Location by phone number searches all phone numbers associated with client and contact accounts (e.g., residential, mobile, fax).
     6. The Results list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.
     7. Highlight the desired item in the Results list.
     8. Click Policies on the navigation panel or Areas > Policies on the menubar.
        
        Note: You can access policies from the Account Detail screen in the same manner.
  2. Select the auto policy in the list.
     
     If evoking the Send CSIO eSlip action, a policy line must be selected. Accessing the action from the Service/Billing area or with a policy header selected causes a message to display that states a line must be selected.
  3. Click Actions >Send CSIO eSlip.
  4. The Send CSIO eSlips/eDelivery window displays. Enter the appropriate information on the following tabs:

  • Detail

    The Send CSIO eSlips action defaults information from the policy to the fields in the Policy, Issuing Company, and Producer sections on the Detail tab if the information is entered on the policy.

    1. Information from the primary contact on the account defaults in the Name, Email address, Language, and Address fields. Enter this information in the fields if they do not default, or revise the information in the fields if the defaults are incorrect.
       
       If you manually enter a name instead of selecting a contact on the account, you will need to manually revise the defaults, if applicable for Email address, Language, and, Address.
    2. Enter a customized salutation to be used as a greeting in the email.
    3. Enter a customized message to be used as the body in the email.
    4. The policy number, effective and expiry dates default based on the selected policy. If the policy number is not entered on the policy/line, enter a Policy number in the field.
    5. The Line type is defined by CSIO and defaults to Private Passenger Auto (CSIO:AUTO) for personal lines and Individually Rated Commercial Auto (CSIO:CAUTO) for commercial lines, but you can change it if necessary.
    6. The Branch defaults based on the selected policy and cannot be changed.

    7. The CSIO company is defined by CSIO and will not default. Select a CSIO company from the dropdown menu.

    8. The Issuing company defaults based on the selected policy/line. If an issuing company is not defined on the policy/line, select an issuing company from the dropdown menu.

    9. The Address defaults from company detail for the issuing company selected. Revise the address as necessary.

    10. The policy’s associated Agency structure defaults in the Code dropdown. If necessary, select the policy’s Branch or Department from the dropdown instead.

    11. The Address defaults from the structure selected in the Code field, but you can revise it if necessary.

  • Vehicles

    To create a Fleet eSlip where all licensed automobiles owned or leased to the named insured are covered and display on one eSlip, check the All licensed automobiles owned or leased to name insured checkbox and click Finish if no documents need to be attached to the email. If selected, the Vehicle list is disabled.

    All vehicles that exist on the policy display in the list. To ensure that the proof of insurance is sent as quickly as possible, you can revise the list of vehicles. Any updates you make to the vehicles list here are not automatically carried over to the policy.

    From the Vehicles list, you can do the following:

    • Add a Vehicle
      1. Click the Add button to the left of the list
      2. Enter the vehicle’s Model year.
      3. Enter the vehicle Manufacturer and Model, or click the lookup button for either field, select the Make or Model radio button in the Make/Model Lookup window, and enter at least the first letter of the make or model in the field and click Locate. Click to select the vehicle and then click Finish.
         
         Note: Adding a vehicle here does not add it to the policy.
      4. Enter the VIN.
      5. Click Finish or press [Enter] to add the vehicle.
         
         Click Add to add this vehicle and add another one.
         
         Click Cancel or press [Esc] to exit the workflow without saving changes.
    • Edit a Vehicle
      1. Select a vehicle in the list and click the Edit button to the left of the list or double click the vehicle.
      2. Revise the vehicle information as necessary and click Finish.
    • Delete a Vehicle
      1. Select a vehicle in the list and click the Delete button to the left of the list. You are prompted: Do you wish to delete this record? Click Yes.
  • Attachments

    Documents can be sent to the insured along with the eSlip as eDelivery attachments in the email if necessary.

    To add attachments, do the following:

    1. Click the Add button.

    2. In the Add Attachment window, select the appropriate radio button and click Continue.

    • Existing client document

      1. In the Available Attachments window, select the checkboxes for all of the attachments you want to add. If needed, you can filter the list to locate the correct attachments more easily.
      2. Click Finish or press [Enter] to add the attachment(s).
      3. Click Cancel or press [Esc] to exit the workflow without adding the attachment(s).

    • Existing file

      Any attachments added via Existing file is added to the client. The attachment will be associated to the Client as well as the Policy and Line.

      1. Click the Browse button.
      2. Locate the file or files you want to attach and click Open. You can select multiple files by holding the [Shift] or [Ctrl] key while clicking.
      3. Enter or modify the Description of each attachment.
      4. If Applied Epic is installed locally on your computer, you can remove the files from their original locations by selecting the Delete original after attaching checkbox for each attachment. If you access Epic through a web browser, you must delete the files manually after completing the workflow if you no longer need the originals.
      5. Click Finish or press [Enter] to add the attachment.
         
         Click Cancel or press [Esc] to exit the workflow without adding the attachment. You are prompted, Do you wish to discard changes? Click Yes.

    3. To remove an attachment from the service, select the attachment in the list and click Delete.

  5. Click Finish to submit the information to CSIO’s eDelivery service to email the eSlip proof of insurance to the insured as a digital wallet attachment, which they can open on their mobile device.
     
     Click Cancel to disregard the CSIO eSlip and close the screen.
     
     Once you click Finish, all of the information on the screen is validated before it is accepted by CSIO. The customer will receive a secure email from CSIO’s My Proof of Insurance website with links to download the eSlip.
• From the Attachments area, send an attachment via CSIO Delivery.
  1. Locate the account and access the Attachments area.
     1. To access Accounts from the Home screen, do one of the following:
     2. • Click Accounts on the navigation panel.
        • Click Areas > Accounts on the menubar.
        • Click the down arrow next to Home on the options bar and select Accounts.
        • Click Locate on the options bar.

     To access Accounts from another area of the program, do one of the following:

     • Click Home > Accounts on the menubar.
     • Click the down arrow next to Home on the options bar and select Accounts.
     • Click Locate on the options bar.

     2. In the Locate account dropdown menu, select Broker, Client, Company, Employee, Finance Company, Other Interest, or Vendor.
     3. In the Locate by dropdown menu, select the appropriate option.
     4. Select the suitable checkbox or checkboxes to the right.
        • Insureds (available only if Clients is selected in the Locate Account field)
        • Prospects (available only if Clients is selected in the Locate Account field)
        • Additional Interest (available only if Other Interest is selected in the Locate Account field)
        • Bill to (available only if Other Interest is selected in the Locate Account field)
        • Certificate Holder (available only if Other Interest is selected in the Locate Account field)
        • Active
        • Inactive
     5. Enter the first few letters of the name, lookup code, phone number, etc. (depending on the selection in the Locate by dropdown menu) and press [Enter] or click Locate.
     6. The Results list displays all of the accounts that match the criteria you entered. Click on a column heading to sort the list by that category. For example, click the Last Name column heading to sort by last name in ascending order. To sort in descending order, click the Last Name column heading again.
     7. Highlight the desired item in the Results list.
     8. Do one of the following:
        
        • Click Attachments on the navigation panel.
        • Click Areas > Attachments on the menubar.
  2. Select attachment(s) in the list.
  3. Click Actions > Send via CSIO eDelivery.
  4. The Send CSIO eSlips/eDelivery window displays. Enter the appropriate information on the following tabs:

  • Detail
    1. Information from the primary contact on the account defaults in the Name, Email address, Language, and Address fields. Enter this information in the fields if they do not default, or revise the information in the fields if the defaults are incorrect.
       
       If you manually enter a name instead of selecting a contact on the account, you will need to manually revise the defaults, if applicable for Email address, Language, and Address.
    2. Enter a customized salutation to be used as a greeting in the email.
    3. Enter a customized message to be used as the body in the email.
    4. To select a policy on the account, click the lookup button   to the right of the Policy number field. If the policy is no longer in force, select the Include history checkbox. Select the policy in the list and click Finish or press [Enter].
       
       If the selected policy does not have a policy number defined, enter a temporary Policy number in the field.
    5. The effective date and expiry default based on the selected policy. Confirm that these dates are correct.
    6. Select a Line type from the dropdown menu. Line types are defined by CSIO.
    7. The branch defaults based on the selected policy. If necessary, select a Branch associated to the attachment (rather than the policy) from the dropdown menu.
    8. The CSIO company is defined by CSIO and will not default. Select a CSIO company from the dropdown menu.

    9. The Issuing company defaults based on the selected policy/line. If no issuing company is defined on the policy/line, select one.

    10. The Address defaults from company detail for the issuing company selected, but you can revise it if necessary.

    11. The policy’s associated Agency structure defaults in the Code dropdown. If necessary, select a different associated structure from the dropdown instead.

    12. The Address defaults from the structure selected in the Code field, but you can revise it if necessary.

  • Attachments

    All attachments selected from the Attachments list displays.

    Make changes to your attachment selections if necessary. To remove an attachment, select the attachment in the list and click Delete.

    To add an attachment, do the following:

    1. Click the Add button.
    2. In the Add Attachment window, select the appropriate radio button and click Continue.
    • Existing client document
      1. In the Available Attachments window, select the checkboxes for all of the attachments you want to add. If needed, you can filter the list to locate the correct attachments more easily.
      2. Click Finish or press [Enter] to add the attachment(s).
         
         Click Cancel or press [Esc] to exit the workflow without adding the attachment(s).
    • Existing file

      Any attachments added via Existing file are added to the client. The attachment will be associated to the Client as well as the Policy and Line.

      1. Click the Browse button.
      2. Locate the file or files you want to attach and click Open. You can select multiple files by holding the [Shift] or [Ctrl] key while clicking.
      3. Enter or modify the Description of each attachment.
      4. If Applied Epic is installed locally on your computer, you can remove the files from their original locations by selecting the Delete original after attaching checkbox for each attachment. If you access Epic through a web browser, you must delete the files manually after completing the workflow if you no longer need the originals.
      5. Click Finish or press [Enter] to add the attachment.
         
         Click Cancel or press [Esc] to exit the workflow without adding the attachment. You are prompted, Do you wish to discard changes? Click Yes.

  5. Click Finish to submit the attachments to the CSIO eDelivery service.
     
     Click Cancel to close the screen without submitting the attachments.
     
     Once you click Finish, all of the information on the screen is validated before it is accepted by CSIO. The client will receive a secure email from CSIO’s My Proof of Insurance website with links to download the attachments.