- Provide your agents with real-time functionality and
continue to expand the transactions,lines of business,
and vendors where you offer Real Time.
- Provide your agents with regular reports on your new
real-time transactions by vendor. Keep ACTtech.org and
ACORD’s OARS database up-to-date with your new
real-time functionality and your ACORD XML standards
implementations and certifications.
- Continuously review your real-time implementations to
increase their speed, eliminate data entry, and
streamline the workflow, so that agents get an improved
experience compared to the carrier’s website. Meet at
regular intervals with the specific vendors and user
groups to discuss results and ways the overall agent
experience with the real-time implementation can be
improved.
- Establish an agent automation committee with active
interface agents to help prioritize and implement
interface transactions and real-time functionality.
- Partner with vendors to provide agencies with
real-time implementation sessions and in-house agency
training and with user groups for agent training and
communication opportunities.
- Provide agencies with a responsive help desk that is
knowledgeable with regard to Real Time.
- Inform your marketing executives of the benefits
agencies derive from Real Time and have these executives
actively encourage agencies to adopt Real Time during
agency visits. These executives should encourage
agencies to take advantage of the real-time training
opportunities the carrier offers. Carrier
representatives also should know how to contact the
vendor to get immediate help for the agency while the
carrier representative is on site.
- Promote the Real-Time/Download Campaign prominently to
your agents in your website, emails, electronic
newsletters, trade ads, agent meetings, and other agent
communications.
(See creative
materials for the campaign.)
- Provide agencies with individual employee usage
reports that show carrier website and realtime usage.
- Include real-time information prominently on website
(including what real-time functionality is offered by
type of agency system; data showing the change over time
in the carrier’s numbers of real-time transactions; a
link to getrealtime.org for additional real-time
information; and vendor links for installation
instructions and trouble shooting (or links directly to
vendors); frequently encountered carrier related
problems; and who to contact for carrier related
problems.)
- Provide the Campaign with data on how your real-time
usage numbers are changing over time, so that the
Campaign can display useful real-time data on
getrealtime.org to encourage more agency adoption.
- Actively participate with vendors, ACORD, user groups,
associations, and the industry to continue to expand the
breadth of Real Time, its speed, and its efficiency, as
well as the use of ACORD standards in these
transactions.
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