- Provide your agents with download functionality, tightly integrated into the agency management system.
- Continue to expand the transactions, lines of business and carriers with whom you offer download. These may include claims download, automated download reconciliation tool, commission rate and dollar amount in daily download, flood, commercial umbrella.
- Provide carriers with test platforms for all systems.
- Provide agencies with certification documentation for each carrier, detailing as much information as possible about the specific carrier download, linking to carrier documentation where available.
- Upon notification by carrier, be available to re-certify their download when the carrier makes major system changes or replaces their system. Remind carriers of all of the standards you support. Also, notify agents of any changes that will impact their download from the carrier.
- Notify agents of any vendor system changes that affect how download updates their database.
- Promptly correct download issues that impact multiple agencies, rather than waiting until several versions later.
- Work with carriers to provide mixed-case download. See Appendix A for a list of fields.
- Advise carriers to thoroughly test any new download product with a number of agencies prior to releasing to the general agency population to be sure the data is accurate.
( Testing guide at na.iiaa.org/ACTDownloads/CL_Rpt_5-22-05.doc)
- Implement the most current ACORD forms as soon as they are released, so agents can benefit from the new form and because download into the form may correct outstanding issues.
- Provide your agents regular reports on your new download lines of business by carrier. Keep ACTtech.org
(www.acttech.org) and ACORD’s OARS database
updated with your download functionality and your ACORD AL3 standards implementations and certifications.
- Provide agencies and carriers with quick trouble-shooting support from knowledgeable and well trained staff.
- Provide agencies with training on how to effectively implement download.
- On request and with a list of the carrier’s agents, provide carriers with agency reports indicating which system the agency is on, as well as the version of the system, if possible.
- Promote the Real Time/Download Campaign prominently to your agents via your Web site, e-mails, print and electronic newsletters, trade ads, agent meetings and other agent communications. Promote agency adoption of download at agent association and user group meetings.
(See creative
materials for the campaign.)
- Display download information prominently on your Web site. Include agency installation and start-up instructions, a “Getting Started Guide” for insurance carriers, solutions for frequently encountered problems, directions to obtain prompt help, carrier download implementation lists, along with links to user group and carrier download information and to additional industry information at
www.getrealtime.org.
- Actively participate with carriers, user groups, ACORD, associations and the industry to continue to expand the breadth of download and its efficiency, as well as the use of ACORD standards in these transactions.
- Make the resend capability as simple and efficient as possible for the agent for individual policies or the daily batch. An ACORD standard for an XML resend message is being worked on at this time.
- Submit annual usage numbers to ACORD each year for the ACORD download awards.
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