Inquiry Transactions

1. Set up additional carriers and run billing, claims, and policy inquiry transactions with them.

2. Have employees use Real Time for all available carriers every day for all inquiry transactions that they need to run.

3. Monitor employees for their usage. Touch base with employees and see how it is going and if they are seeing benefits and/or running into any issues. Resolve any issues—now they should be more comfortable.

4. Team leader should set up carriers for endorsement bridge and rating/quoting transactions for your staff. (For additional information on these transactions, visit Real Time Implementation Guide.

5. Establish agency workflows and procedures regarding these transactions.