Cyndy Smith,
Haylor, Freyer & Coon

cyndy-smith

Real Time Day 2013

Wow! What a day we had. April 9 was the day the Real Time/Download Campaign selected to focus extra energy, attention and information on Real Time and Download, and the benefits they can bring insurance professionals country-wide. We’re so glad you joined us.

If you missed the event–or parts of it–that’s okay. We’ve started posting links to some sessions and will post more as they become available.

To view the opening video segment, which was streamed live from the ACORD Studio in Pearl River, New York, click here, or check out all of the studio sessions in the video player below.

To learn more about Real Time Day and find links to more sessions, read on below the player.

 

A host of events took place on Real Time Day. For a complete listing, click the calendar.

A number of event hosts recorded their presentations and have made them available for on-demand viewing. As others do the same, we’ll post links to them. Check back or, better yet, “Like” Eddie on Facebook to learn when they’re available for viewing.

For now, look through the list of offerings and click through to any that interest you:

An Extra Day of Work, Each and Every Week
The Florida Association of Independent Agents (FAIA) posted a blog in advance of Real Time Day. Check it out and learn about the association’s Real Time webcast, Real Time Makes Real Sense, which debuted on Real Time Day 2013 and was replayed April 10. The webcast will be rebroadcast on May 14 and 15 and is approved for two hours of CE credit in Florida, Kentucky, North Carolina, Ohio and Oklahoma.

Ask the ASCnet Expert
This webinar addresses getting started with Real Time, workflow questions, user experiences and more. The Applied Systems Client Network (ASCnet) Industry Solutions Committee offers the webinar to help members learn how to make Real Time work for them. It was designed to show how ASCnet member agents and brokers that use Applied Systems software and real-time technology in their normal workflows are able to improve efficiencies and profits for their organizations.

Best Practice Real-Time Implementation Strategies for Carriers & Vendors
This webinar covers how implementers can make use of the Agency Real-Time ‘Best Practice’ Workflows & Implementation Strategies guide, which was created by an Agents Council for Technology (ACT) working group. In the webinar, veteran carrier, vendor and agency Real Time users talk about what best practice implementations look like from their point of view and why they are important.

e-Signatures and Increasing Your Agency’s Efficiency
Get an overview of what’s happening with e-Signatures today and how implementation is part of an overall real time workflow. Hear about a recent white paper from ACORD, an upcoming webinar and demo on e-Signatures, and more events to help you learn more and get implementing! You can watch a downloadable or streaming version of the session.

New Business Real Time Workflows with Real Time Quoting & More, from NetVU and Vertafore
Consumer Rate Quote (CRQ) is said to be the “best-least-known secret.” Join this webinar (password is “NetVU”) to find out what that really means! CRQ is the way to extend rating to your agency’s website, and allows you to better compete with direct writers. It’s an add-on feature to your PL Rating, and only takes seven minutes to set up to start quoting on your website.  In this webinar, you will learn about the PL Rating and CRQ workflows, learn more about Vertafore’s Single Sign On Tool, designed to make it easier for you to do business, and hear from NetVU agencies who are already using it. Note: Please use Internet Explorer to view the files, as they may not work with other browsers.

Real Time & More, from Westfield Insurance
This webinar reviews Westfield’s Real Time capabilities and offerings, discusses the benefits of Real Time, offers demos on quoting integration and billing inquiry features of Real Time, and shares information about new features the carrier’s latest enhancements, including Automated Underwriting Memos, BOP Evolution and enhancements to the carrier’s Download process.

Real Time is Coming to the E&S Industry
This webinar, which is focused on carriers and other providers in the E&S and MGA space, will address experiences and plans for E&S and specialty lines real-time implementations. Retail Agents, General Agents, Program Administrators and E&S and Specialty Carriers will want to view this session, hosted by the E&S Joint Working Group.

Real Time: It’s Never Too Late to Get With the Flow, from Progressive
In this webinar, you can learn more about Progressive’s Real Time functionality and join in an open discussion on how to get started using real time in your agency.

Superior Customer Service Fostered by Interface… For Epic Users
Insurance expertise and customer service are major reasons for choosing an independent agent over a direct writer. You already know the business of insurance. Learn how automatic updates and real-time access to information through Epic enable you to provide superior customer service. This session from Applied explains how to leverage the efficiencies of interface to improve every aspect of a customer’s experience – from the initial sales call, through policy issuance and self-service, to renewal, and even in the event of a loss.

Superior Customer Service Fostered by Interface… For TAM Users
Insurance expertise and customer service are major reasons for choosing an independent agent over a direct writer. You already know the business of insurance. Learn how automatic updates and real-time access to information through TAM enable you to provide superior customer service. This session from Applied explains how to leverage the efficiencies of interface to improve every aspect of a customer’s experience – from the initial sales call, through policy issuance and self-service, to renewal, and even in the event of a loss.

The Best Real Time Workflow & Tools You Never Knew About, from NetVU and Vertafore
Do you want to know how to use resources that are available NOW to gain 10 hours in your day?  In this Real Time webinar (password is “NetVU”), you will explore TransactNOW, learn how to effectively use the TransactNOW mailbox to see Activity Notes and Claims information,  see demos and learn how to manage the various screens. You will also have the opportunity to learn more about Vertafore’s Single Sign On Tool, designed to make it easier for you to do business, and hear from NetVU agencies who are already using it. Note: Please use Internet Explorer to view the files, as they may not work with other browsers.

As you may recall, our first National Real Time Day—held on Leap Day 2012—provided carriers, agents/brokers and user groups with a special time to ask questions and get them answered, share insights and challenges – and explore how Real Time and Download can boost profitability. This year’s event will helps us refocus attention on the benefits of these streamlined workflows, and drive even more growth.

Remember, people who use Real Time and Download save an average of an hour each day, by eliminating multiple data entry, password management tasks and other redundant work. With just two people using Real Time and Download, an agency can SAVE MORE THAN A DAY’S WORTH OF WORK EACH AND EVERY WEEK!

Tools offered through carriers and vendors affiliated with the campaign save agents and brokers time, create efficiencies, speed up transactions, reduce errors and streamline connectivity between insurance agents and brokers and their business partners.

For more information on Real Time, check out the Real Time Implementation Guide for an explanation of what Real Time is and how it can help your agency or brokerage. Look at the specific implementation steps that can help your agency leap ahead in the quest for efficiency.

To find out more about specific Real Time offerings, check our lists of carriers and vendors and click through to learn more. For Download, the drill is the same: see what vendors and carriers offer that might help you work better.

Again, don’t forget to “Like” Eddie, the campaign mascot, on his Facebook page. It’s a great way to stay informed!

Thanks to those of you who shared the video we created to remind folks Real Time Day was on the way. You helped us reach more people than we could have imagined!

We also created a special Real Time Day Cartoon and a Real Time Day Ad which many of you used in your own promotion of Real Time Day. Thanks for your support.


Real Time Day Ad (Print)

Real Time Day Ad (Online)

Real Time Day Cartoon (Print)

Real Time Day Cartoon (Online)