Real Time: Inquiry, Endorsement & Rate/Quote Transactions

1. Use Real Time for all available carriers every day for all transactions that are available transactions you need to run—are you encountering any issues? Feel like a pro?

2. Introduce the rest of the staff to Real Time—show them the new habits you've acquired in the last three weeks that are making it easier to function as an independent agent working in a multi-carrier environment. Motivate and encourage employees to take their own Challenge. Click here for a step-by-step guide on the 21 Day Agency Challenge.

3. Get staff set up with carrier user codes and passwords so they can begin using Real Time inquiry transaction at their workstations.

4. Monitor your progress. Provide feedback to user groups, vendors, and carriers regarding the functionality.