CSIO

Sector(s)

Non-profit

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Organizations Involved

ImageX

Overview

CSIO (Centre for Study of Insurance Operations) is a Canadian organization that develops technology standards and solutions to improve digital efficiency in the insurance industry. It helps insurers, brokers, and software providers streamline workflows and enhance customer experiences.

What they needed

The client needed a website redesign to enhance UX, security, and interactivity. Their goal was to modernize the site and deliver a high-performing product using an agile approach.

How we helped

We conducted an in-depth discovery, design phase, agile development, extensive UAT, and refined the client’s content strategy to provide a successful launch.

We implemented a feature where users can submit feedback through a contact form via a dashboard, as well as a comprehensive dashboard for authenticated users; including user-only resources and features.

Our team also created 3 training webinars to help members better understand how to use digital strategy through easy-to-follow technical advice. These sessions were used as part of CSIO’s provincial accreditation training for their broker members and trained members about search engine optimization and introduced the new Google Analytics platform, GA4.

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The Results

The client’s website became a visually-engaging, mobile-friendly, user-centered experience that engages both current and prospective members. The site is a welcoming, universally accessibility-compliant experience and reflects the inclusive culture of CSIO.

The client now has the ability to easily track KPIs, alongside a content strategy that engages key audiences and increases engagement and user satisfaction.

CSIO members are required to complete a set level of training each year. The ImageX team supported this by conducting several training webinars for their membership. Below are the attendance numbers for key sessions:

SEO Session (July 7, 2021): 150 attendees

Keyword Discovery Session (November 3, 2021): 154 attendees

GA 4 Session (September 14, 2022): 119 attendees

Why Drupal was chosen

When we began our project with CSIO, their website was already built on Drupal 7. As Canada’s industry technology association for the property and casualty insurance sector, CSIO needed a stable, secure, and future-ready platform that could support a robust content architecture, serve a professional audience, and scale with their evolving digital goals.

We upgraded CSIO to Drupal 8 to take advantage of its improved performance, enhanced editorial experience, and long-term support. Drupal’s flexibility and strong security features made it an ideal choice for CSIO’s needs—especially given the importance of trust, reliability, and compliance in the insurance industry.

Since then, CSIO has continued to invest in the platform, most recently completing an upgrade to Drupal 10.3. Today, Drupal enables CSIO to effectively deliver industry standards, resources, and technology updates to its members with confidence—supported by a platform built for extensibility, accessibility, and long-term value.