Automate CSIO Application and eDocs Data Extraction
Digitizing a blank application is a form-building problem. Reading the completed one is a data-extraction problem. SortSpoke solves the second.
Those two jobs get talked about as if they were the same job. They are not. Turning a blank CSIO application into a fillable digital form is useful work, and it is a form-design exercise. What lands in an underwriter's queue is different: a completed document — signed, annotated, scanned, sometimes photographed, often attached to an email alongside four other files.
SortSpoke extracts structured data from completed insurance documents: CSIO applications, CSIO eDocs, ACORD forms, loss runs, and statements of values. No templates to build. No per-form model training.
New to the terminology? Start with CSIO documents explained.
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One extraction pass, reviewed once, used everywhere downstream.
Underwriters can quickly and accurately extract data in a fraction of the time with 100% accuracy without the need for manual work, speeding up processes and reducing time spent on tedious work.
A tool built only for the US market meets a Canadian submission and finds it strange. The forms are unfamiliar, the currency assumptions are wrong, the regulator vocabulary does not appear anywhere in its configuration, and the security questionnaire that follows asks questions it has no answer for.
The documents. CSIO applications and CSIO eDocs are not variants of ACORD paper — they are their own family, with provincial automobile applications underneath them and CSIOnet as the delivery rail. A platform that has never seen AB1001e or ON1001e treats them as generic PDFs and asks you to configure the difference away.
The currency and the schedules. Limits, deductibles, premiums and schedules of values come through in CAD. They should be captured as written, not silently normalized into someone else's assumption.
The oversight map. FSRA in Ontario, the AMF in Quebec, RIBO for Ontario broker licensing, provincial regulators elsewhere including British Columbia, and OSFI reaching federally regulated insurers — plus IBC industry codes running through the commercial data standards. None of that is exotic; it is just absent from a platform that was never built to encounter it.
The privacy questions. PIPEDA applies to the personal information moving through a submission, and Quebec's Law 25 asks an organization to assess privacy implications before information is communicated outside Quebec. Those are obligations that sit with you. What a vendor owes you is straight answers and documentation you can put in front of your own privacy officer — Canadian data residency is available on request, and data does not leave the region your deployment is configured for. SortSpoke is one of the few document-AI vendors that will put that in writing during procurement rather than after it.
More on how SortSpoke works in this market: SortSpoke in Canada.
Underwriters can efficiently extract data with a system that’s easy to use and ensures every piece of data is traceable—without ever compromising on accuracy, even for the most complex submissions.
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At SortSpoke, we understand that document processing in insurance and financial services demands the highest levels of security and compliance. Your sensitive data never leaves your control.
Our Security Foundation:
SOC 2 Type II compliant infrastructure built on AWS
Role-based access controls
Comprehensive audit logging and monitoring
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Bring one real document, not a roadmap.
Pick a time that fits your schedule.
Upload your messiest loss runs to SortSpoke
Watch us extract data from your files in real-time.
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BOOK A DEMO
After submitting, you'll choose your preferred date and time. Bring a completed CSIO application, a CSIO eDoc, or a messy broker email with attachments — and we'll run it live.
