Rating/Quoting & Endorsement Transactions

1. Team leader holds staff training for Real Time rating/quoting or have employees attend Real Time rating webinars sponsored by your user groups, vendor management system, or carriers to learn more about the functionality and tips and tricks to enhance your experience.

2. Team leader creates contest to continue inspiring usage during the home stretch of week four (e.g. free lunch, gas cards, early Friday afternoon leave, etc.). Contest ideas:



1. Most Real Time usage by an individual.
2. Entire agency using 85% of the time.
3. Entire agency using 100% of the time.
4. Staff uses Real Time transactions to remarket accounts.
5. Staff uses Real Time to rate/quote new business.

3. Continue to 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.

4. Check back with your vendor and carriers to see what functionalities have been added.