Terms and Conditions

To complete your login to CLIEDIS, please agree to the Terms and Conditions below.

Don't have a CLIEDIS member ID yet? Register Now

Implementation Progress

Implementation progress details for each CLIEDIS member carrier by each API and feed.

For CITS FEEDS: Download a printable summary chart.

  • API: Current Cash Surrender Value Inquiry

    ivari: In production November 2024

    ivari

    Approval Information
    Date: 2024-11-02 Version: V1.00 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • API: Paid To Date Inquiry

    ivari: In production November 2024

    ivari

    Approval Information
    Date: 2024-11-01 Version: V1.00 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • Feed: Application Notification (includes eApps and Paper)

    Assumption Life: Approved in 2015

    Assumption Life

    Approval Information
    Date: 2015-10-02 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.41
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    BMO Life Assurance: Approved in 2017

    BMO Life Assurance

    Approval Information
    Date: 2017-07-05 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.6
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Beneva Inc: Approved Feb 2018; availability to be timed with eApp system

    Beneva Inc

    Approval Information
    Date: 2018-02-28 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.7
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Canada Life: Approved in 2017

    Canada Life

    Approval Information
    Date: 2017-01-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.6 Details
    Date: 2017-10-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.6 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Canada Protection Plan: Approved in 2017

    Canada Protection Plan

    Approval Information
    Date: 2017-02-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.5
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Co-operators: Approved Dec 2017; reapproved March 2021

    Co-operators

    Approval Information
    Date: 2017-12-07 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.6
    Date: 2021-03-25 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Desjardins Financial Security: Approved in 2017

    Desjardins Financial Security

    Approval Information
    Date: 2017-07-05 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.6 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    EDGE Benefits: Approved November, 2020

    EDGE Benefits

    Approval Information
    Date: 2020-11-04 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Empire Life: Approved in 2015

    Empire Life

    Approval Information
    Date: 2015-04-14 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.3
    Date: 2016-01-06 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.3 Details
    Date: 2016-05-24 Version: 1.3 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Equitable Life: Approved in 2017

    Equitable Life

    Approval Information
    Date: 2017-07-05 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.6
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Foresters: Approved June, 2021

    Foresters

    Approval Information
    Date: 2021-06-02 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Humania Assurance: Approved in 2016; most recent re-approval May 2024

    Humania Assurance

    Approval Information
    Date: 2016-07-22 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.53 Details
    Date: 2019-04-18 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.53 Details
    Date: 2019-10-31 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.53 Details
    Date: 2020-06-25 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.53 Details
    Date: 2024-05-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Manulife Financial: Approved in 2015; reapproved Feb 2018 for disability products; reapproved Nov 2020 for images

    Manulife Financial

    Approval Information
    Date: 2015-03-03 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.2 Details
    Date: 2018-02-28 Version: v1.3 Details
    Date: 2020-11-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.3 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    RBC Insurance: Approved in 2016. Re-approved Jan 2019 for income prot; Apr 2020 for multilife; Nov 2020 for WL; Aug 2021 DI Professional and Fundamental Series; Re-approved Oct 2022 - all apps from single source, includes paper

    RBC Insurance

    Approval Information
    Date: 2016-06-10 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Details
    Date: 2019-01-15 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Details
    Date: 2020-04-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Details
    Date: 2020-11-30 Details
    Date: 2021-08-31 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Details
    Date: 2022-10-06 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Sun Life: Sept 2020: Operational; under approval re-evaluation for reported issues. Details in Knowledge Base

    Sun Life

    Approval Information
    Date: 2020-09-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.8
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    iA Financial Group: Approved in 2017; reapproved Aug 2019 v1.8

    iA Financial Group

    Approval Information
    Date: 2017-09-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.6
    Date: 2019-08-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.8 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    ivari: Approved in 2015

    ivari

    Approval Information
    Date: 2015-04-17 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.3
    Date: 2015-06-15 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.3 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • Feed: Pending (handles requirements, case status)

    Assumption Life: Approved July 2025

    Assumption Life

    Approval Information
    Date: 2025-07-14 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v2.5 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    BMO Life Assurance: Approved in 2014

    BMO Life Assurance

    Approval Information
    Date: 2014-05-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.2
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Beneva Inc: Approved in 2016

    Beneva Inc

    Approval Information
    Date: 2016-02-09 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.22
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Canada Life: Approved in 2008; Re-approved October 2017

    Canada Life

    Approval Information
    Date: 2017-11-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.4 Details
    Date: 2008-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: v1.0
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Canada Protection Plan: No information

    Canada Protection Plan

    Co-operators: Approved December 2017; reapproved April 2021

    Co-operators

    Approval Information
    Date: 2017-12-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.4
    Date: 2021-04-22 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.4 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Desjardins Financial Security: Approved in 2017

    Desjardins Financial Security

    Approval Information
    Date: 2017-07-12 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.40
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    EDGE Benefits: On hold

    EDGE Benefits

    Empire Life: Approved in 2015

    Empire Life

    Approval Information
    Date: 2015-04-16 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.2 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Equitable Life: Approved August 2020

    Equitable Life

    Approval Information
    Date: 2020-08-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.5
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Foresters: Approved July 2021

    Foresters

    Approval Information
    Date: 2021-07-06 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.5.2
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Humania Assurance: Approved in 2016, enhanced April 2019

    Humania Assurance

    Approval Information
    Date: 2016-08-15 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.3 Details
    Date: 2019-04-16 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.3 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Manulife Financial: Approved in 2007, re-approved 2015 with enhancements

    Manulife Financial

    Approval Information
    Date: 2015-06-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.2 Details
    Date: 2007-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: 1.0
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    RBC Insurance: Approved in 2009. Re-approved in 2016.

    RBC Insurance

    Approval Information
    Date: 2009-08-08 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: N/A Details
    Date: 2016-06-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.4
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Sun Life: Approved in 2008; Reapproved 2018 for v 2.5

    Sun Life

    Approval Information
    Date: 2008-06-04 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: N/A
    Date: 2018-12-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v2.5
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    iA Financial Group: Approved in 2008; Reapproved February 2019

    iA Financial Group

    Approval Information
    Date: 2008-09-25 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Details
    Date: 2019-02-19 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v 2.5
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    ivari: Approved in 2012

    ivari

    Approval Information
    Date: 2012-01-23 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: 2.0 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Assumption Life: Under development

    Assumption Life

    BMO Life Assurance: Approved November 2024

    BMO Life Assurance

    Approval Information
    Date: 2024-11-16 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.9
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Beneva Inc: Approved March 2019

    Beneva Inc

    Approval Information
    Date: 2019-03-12 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v 1.8
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Canada Life: Approved November 2020

    Canada Life

    Approval Information
    Date: 2020-11-18 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Canada Protection Plan: No Information

    Canada Protection Plan

    Co-operators: Approved Dec 2024

    Co-operators

    Approval Information
    Date: 2025-12-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.9
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Desjardins Financial Security: Approved June 2025

    Desjardins Financial Security

    Approval Information
    Date: 2025-06-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    EDGE Benefits: No Information

    EDGE Benefits

    Empire Life: Approved May 2023

    Empire Life

    Approval Information
    Date: 2023-04-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Equitable Life: Approved December 2022

    Equitable Life

    Approval Information
    Date: 2022-12-24 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Foresters: Approved August, 2021

    Foresters

    Approval Information
    Date: 2021-08-26 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Humania Assurance: No information

    Humania Assurance

    Manulife Financial: Approved in 2016

    Manulife Financial

    Approval Information
    Date: 2016-04-28 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.2
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    RBC Insurance: Approved May 2021

    RBC Insurance

    Approval Information
    Date: 2021-05-13 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.8 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Sun Life: under development, as of 4th quarter 2024

    Sun Life

    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details
    iA Financial Group: Approved in 2015

    iA Financial Group

    Approval Information
    Date: 2015-02-18 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.2 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    ivari: Approved in 2016

    ivari

    Approval Information
    Date: 2016-08-22 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.5
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • Feed: Commission (CITS and non CLIEDIS specific)

    BMO Life Assurance: FASAT based ACORD XML; Available for subscription

    BMO Life Assurance

    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Manulife Financial: FASAT based ACORD XML; Available for subscription

    Manulife Financial

    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    RBC Insurance: CITS Approved Feed as of July 2024

    RBC Insurance

    Approval Information
    Date: 2024-07-30 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: V1.00
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    iA Financial Group: CITS Approved Feed as of December 2024; available for subscription as of March 2025

    iA Financial Group

    Approval Information
    Date: 2024-12-30 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: V1.00
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    ivari: Flat File; Produced, not available for subscription

    ivari

    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • Feed: Product Description (product codes, names, status in standard form)

    ivari: Approved in 2013

    ivari

    Approval Information
    Date: 2013-06-26 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.0
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Contact Information

  • Assumption Life

    Feed: Application Notification (includes eApps and Paper): Approved in 2015

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2015-10-02 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.41
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): Approved July 2025

    Feed: Pending (handles requirements, case status)

    Approval Information
    Date: 2025-07-14 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v2.5 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): Under development

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

  • BMO Life Assurance

    Feed: Application Notification (includes eApps and Paper): Approved in 2017

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2017-07-05 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.6
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): Approved in 2014

    Feed: Pending (handles requirements, case status)

    Approval Information
    Date: 2014-05-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.2
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved November 2024

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 2024-11-16 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.9
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Commission (CITS and non CLIEDIS specific): FASAT based ACORD XML; Available for subscription

    Feed: Commission (CITS and non CLIEDIS specific)

    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • Beneva Inc

    Feed: Application Notification (includes eApps and Paper): Approved Feb 2018; availability to be timed with eApp system

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2018-02-28 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.7
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): Approved in 2016

    Feed: Pending (handles requirements, case status)

    Approval Information
    Date: 2016-02-09 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.22
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved March 2019

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 2019-03-12 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v 1.8
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • Canada Life

    Feed: Application Notification (includes eApps and Paper): Approved in 2017

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2017-01-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.6 Details
    Date: 2017-10-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.6 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): Approved in 2008; Re-approved October 2017

    Feed: Pending (handles requirements, case status)

    Approval Information
    Date: 2017-11-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.4 Details
    Date: 2008-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: v1.0
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved November 2020

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 2020-11-18 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • Canada Protection Plan

    Feed: Application Notification (includes eApps and Paper): Approved in 2017

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2017-02-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.5
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): No information

    Feed: Pending (handles requirements, case status)

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): No Information

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

  • Co-operators

    Feed: Application Notification (includes eApps and Paper): Approved Dec 2017; reapproved March 2021

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2017-12-07 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.6
    Date: 2021-03-25 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): Approved December 2017; reapproved April 2021

    Feed: Pending (handles requirements, case status)

    Approval Information
    Date: 2017-12-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.4
    Date: 2021-04-22 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.4 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved Dec 2024

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 2025-12-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.9
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • Desjardins Financial Security

    Feed: Application Notification (includes eApps and Paper): Approved in 2017

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2017-07-05 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.6 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): Approved in 2017

    Feed: Pending (handles requirements, case status)

    Approval Information
    Date: 2017-07-12 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.40
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved June 2025

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 2025-06-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • EDGE Benefits

    Feed: Application Notification (includes eApps and Paper): Approved November, 2020

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2020-11-04 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): On hold

    Feed: Pending (handles requirements, case status)

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): No Information

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

  • Empire Life

    Feed: Application Notification (includes eApps and Paper): Approved in 2015

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2015-04-14 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.3
    Date: 2016-01-06 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.3 Details
    Date: 2016-05-24 Version: 1.3 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): Approved in 2015

    Feed: Pending (handles requirements, case status)

    Approval Information
    Date: 2015-04-16 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.2 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved May 2023

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 2023-04-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • Equitable Life

    Feed: Application Notification (includes eApps and Paper): Approved in 2017

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2017-07-05 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.6
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): Approved August 2020

    Feed: Pending (handles requirements, case status)

    Approval Information
    Date: 2020-08-20 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.5
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved December 2022

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 2022-12-24 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • Foresters

    Feed: Application Notification (includes eApps and Paper): Approved June, 2021

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2021-06-02 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): Approved July 2021

    Feed: Pending (handles requirements, case status)

    Approval Information
    Date: 2021-07-06 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.5.2
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved August, 2021

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 2021-08-26 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.9 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • Humania Assurance

    Feed: Application Notification (includes eApps and Paper): Approved in 2016; most recent re-approval May 2024

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2016-07-22 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.53 Details
    Date: 2019-04-18 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.53 Details
    Date: 2019-10-31 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.53 Details
    Date: 2020-06-25 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.53 Details
    Date: 2024-05-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+.
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): Approved in 2016, enhanced April 2019

    Feed: Pending (handles requirements, case status)

    Approval Information
    Date: 2016-08-15 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.3 Details
    Date: 2019-04-16 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.3 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): No information

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

  • Manulife Financial

    Feed: Application Notification (includes eApps and Paper): Approved in 2015; reapproved Feb 2018 for disability products; reapproved Nov 2020 for images

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2015-03-03 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.2 Details
    Date: 2018-02-28 Version: v1.3 Details
    Date: 2020-11-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.3 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): Approved in 2007, re-approved 2015 with enhancements

    Feed: Pending (handles requirements, case status)

    Approval Information
    Date: 2015-06-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.2 Details
    Date: 2007-01-01 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: 1.0
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved in 2016

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 2016-04-28 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.2
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Commission (CITS and non CLIEDIS specific): FASAT based ACORD XML; Available for subscription

    Feed: Commission (CITS and non CLIEDIS specific)

    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • RBC Insurance

    Feed: Application Notification (includes eApps and Paper): Approved in 2016. Re-approved Jan 2019 for income prot; Apr 2020 for multilife; Nov 2020 for WL; Aug 2021 DI Professional and Fundamental Series; Re-approved Oct 2022 - all apps from single source, includes paper

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2016-06-10 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Details
    Date: 2019-01-15 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Details
    Date: 2020-04-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Details
    Date: 2020-11-30 Details
    Date: 2021-08-31 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Details
    Date: 2022-10-06 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): Approved in 2009. Re-approved in 2016.

    Feed: Pending (handles requirements, case status)

    Approval Information
    Date: 2009-08-08 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: N/A Details
    Date: 2016-06-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 2.4
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved May 2021

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 2021-05-13 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.8 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Commission (CITS and non CLIEDIS specific): CITS Approved Feed as of July 2024

    Feed: Commission (CITS and non CLIEDIS specific)

    Approval Information
    Date: 2024-07-30 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: V1.00
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • Sun Life

    Feed: Application Notification (includes eApps and Paper): Sept 2020: Operational; under approval re-evaluation for reported issues. Details in Knowledge Base

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2020-09-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.8
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): Approved in 2008; Reapproved 2018 for v 2.5

    Feed: Pending (handles requirements, case status)

    Approval Information
    Date: 2008-06-04 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: N/A
    Date: 2018-12-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v2.5
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): under development, as of 4th quarter 2024

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details

  • iA Financial Group

    Feed: Application Notification (includes eApps and Paper): Approved in 2017; reapproved Aug 2019 v1.8

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2017-09-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.6
    Date: 2019-08-01 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.8 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): Approved in 2008; Reapproved February 2019

    Feed: Pending (handles requirements, case status)

    Approval Information
    Date: 2008-09-25 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Details
    Date: 2019-02-19 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v 2.5
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved in 2015

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 2015-02-18 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.2 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Commission (CITS and non CLIEDIS specific): CITS Approved Feed as of December 2024; available for subscription as of March 2025

    Feed: Commission (CITS and non CLIEDIS specific)

    Approval Information
    Date: 2024-12-30 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: V1.00
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information

  • ivari

    API: Current Cash Surrender Value Inquiry: In production November 2024

    API: Current Cash Surrender Value Inquiry

    Approval Information
    Date: 2024-11-02 Version: V1.00 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    API: Paid To Date Inquiry: In production November 2024

    API: Paid To Date Inquiry

    Approval Information
    Date: 2024-11-01 Version: V1.00 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Application Notification (includes eApps and Paper): Approved in 2015

    Feed: Application Notification (includes eApps and Paper)

    Approval Information
    Date: 2015-04-17 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.3
    Date: 2015-06-15 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.3 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Pending (handles requirements, case status): Approved in 2012

    Feed: Pending (handles requirements, case status)

    Approval Information
    Date: 2012-01-23 Type: Base-line iTechnical validation: complies to schema; meets minimum data requirements. Version: 2.0 Details
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers): Approved in 2016

    Feed: Book of Business (includes inforce, out-of-force, orphans, agent transfers)

    Approval Information
    Date: 2016-08-22 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: v1.5
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Commission (CITS and non CLIEDIS specific): Flat File; Produced, not available for subscription

    Feed: Commission (CITS and non CLIEDIS specific)

    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Details Contact Information
    Feed: Product Description (product codes, names, status in standard form): Approved in 2013

    Feed: Product Description (product codes, names, status in standard form)

    Approval Information
    Date: 2013-06-26 Type: Enhanced iTechnical validation plus business content validation: all use cases verified as complete and accurate; production ready data evaluated; exceptions identified. Offered 2014+. Version: 1.0
    Release Notes iIncludes information for contacting companies about 1) receiving the feed, 2) regarding issues with the feed you are receiving 3) supported and unsupported cases/products, exceptions in the feed, 4) implementation decisions.
    Contact Information