Conventional wisdom says it takes 21 days to form a new habit—and break old ones. The Real Time/Download Campaign agrees. And we’re here to help. By adopting new workflows that leverage real-time tools, you can boost sales and deliver better customer service.
The 21 Day Challenge offers something for everybody. Hover over the boxes below, then click one to get started--today!
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| The
“21 Day Challenge” will ease anxiety over workflow
changes.
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How? By incrementally changing the way the staff does business—and having some fun in the process! |
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| Real Time is the ability to click on a button from a client file in the agency management system or comparative rater for immediate access to carrier information on that client. This approach provides a single workflow for servicing or quoting.
Tell
me more about Real Time. |
| You’ve successfully completed the 21 Day Challenge when you can say: |
- Real Time has become the predominant workflow for my agency (for those carriers and transactions where it is offered); and
- This new workflow is having a positive impact in the agency (for example: saving significant time on routine transactions or new business processing; writing more business and cross sell; handling an entire service transaction in one phone call).
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