Annual Report 2022 - 14

Initiatives
Going Paperless.
The Going Paperless Project began in 2020 as
a response to the necessity of online work. A
working group comprised of brokers, carriers,
and brokerage technology vendors came
together to discover what consumers wanted
and to provide a path for moving forward. The
Going Paperless: Getting it Right for Consumers
initiative was completed this fall.
Several crucial documents were published that
can provide a framework for the industry going
forward
* Consumer Digital Charter: establishes what
a consumer should expect, regardless of who
their broker or carrier is
* Vendor Digital Charter: provides clear
guidance to vendors via their technology of
choice
* Best Practices Guide: contains practical
information and guidance on launching
paperless programs
Our Consumer Survey on the topic received
responses from nearly 10,000 people from across
Canada. It found that 51.8% of respondents felt
that receiving paper insurance documentation
was necessary for them and 24.7% did not want
to receive paper documents. This demonstrated
that consumer appetite for exclusively digital
documents was much lower than what common
wisdom held.
A final report was published outlining the findings
of the project. A Virtual Town Hall was held to
share these findings, which was attended by
hundreds of brokers and industry representatives
from across the country.
14
IBAO ANNUAL REPORT
2022
Annual Report 2022

Table of Contents for the Digital Edition of Annual Report 2022
