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(If you arrived at this page from the guide, please scroll down for resources, which we list by section and page number)
Real Time Makes Real $$$$$
Because of efficiencies created by using Real Time and Download, agency and brokerage professionals find they have more time on their hands. This allows principals to start shifting the focus of “processing” staff and to create more of a consultative sales culture throughout the organization.

The Real Time Makes Real $$$$$ guide is designed to provide step-by-step tools to help accomplish this shift. It presents a logical progression for firms that have found success with Real Time and offers a way to get each person in an agency or brokerage involved in marketing, sales and growth.

For those who have not yet made a commitment to Real Time, this guide provides even more reasons to get serious about embracing this initiative.

Using The Guide
The body of the guide is available in PDF format by clicking here. Throughout the guide, reference documents are identified. These are not part of the PDF guide but rather are available through the links below.

An easy way to use the guide—and access the links—is to download the PDF to your own computer, then read it online. When you come to a list of resources (or any URL, for that matter), simply hover you mouse over the link and click. 
You’ll come right back to this page, where you can open the document you wish to view.
Disclaimer: The following items are samples and suggestions. State law and carrier agreements should be consulted before implementing agency marketing and sale-related processes and workflows.
Acrobat File  Website  Word Document   
Resources
Adjust Your Vision
(Guide Page 7)
What Gets Measured Gets Done!
(Guide Page 8)
Getting Started with Real Time
(Guide Page 10)
Investing in Real Growth
(Guide Page 11-12)
Understand and Deliver on Client Expectations
(Guide Page 12)
Know What Your Customers Want
(Guide Page 12)
Know What Your Companies Have to Offer
(Guide Page 14)
Conduct Regular Account Reviews
(Guide Page 14-15)
Invest Time in Training
(Guide Page 15)
Copyright Notice
Brought you by the Real Time/Download Campaign, which is dedicated to improving the competitiveness of the independent agency distribution channel. 
Participants include independent agencies and brokers, carriers, technology providers, user groups and agent industry associations

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