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Case Study

Personal & Commercial Servicing - General

(2572) Driving Efficiency and Automation with CSIO's New eDocs Standards


Content Level: Basic

Personas: Owner/Principal, IT/Operations Manager, Office Manager

Products: Applied Epic

Thursday, October 9, 2025
8:00 AM - 9:00 AM PT
This case study will explore the significant advancements introduced by CSIO’s new eDocs standards, focusing on the “why” and “how” behind their creation, the tangible benefits for brokerages, and practical demonstrations of their implementation. The session will include an in-depth look at how Applied Epic® supports configuration and automation using these standards, with examples of how your peer has leveraged these advancements to streamline operations.