- Implement real-time functionality for whatever
transactions offered by your carriers and vendor. Take
advantage of vendor, carrier, user group, and
association real-time training opportunities.
(Tools: See Agency
Real-Time Implementation Guide, AUGIE
Workflow Timer & Cost
Savings Calculator, AUGIE
Commercial Lines Download Agency Start-Up Guide, and
vendor and carrier
specific information.)
- Monitor individual employee usage and provide
additional training where necessary. Provide “fun”
employee incentives to encourage individual usage (such
as a free lunch for most realtime usage in a week.)
(Tools: Use vendor
and/or carrier provided agency
employee usage reports when available.)
- Promote the Real-Time/Download Campaign prominently in
your office and with your carriers.
(Tools: See campaign
materials you can use.)
- When a particular carrier’s real-time implementation
is not as fast or efficient, point out the problem to
the carrier and work with the carrier to fix it.
(For example, the use of “screen
scraping” technology might be a lot slower than using
the acord xml standards.)
- Use carrier marketing visits, advisory councils, and
every other opportunity, to encourage your carriers to
provide you with real-time functionality for more types
of transactions and lines of business.
- Encourage your state association and user group to
adopt Real Time as a prominent part of their advocacy
and training agendas.
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