| What is Real Time? |
Real Time is the ability to click on a button from a
client file in your agency management system or comparative
rater for immediate access to carrier information on that
client. The transaction may be a quote, billing inquiry,
claim inquiry/loss runs, policy view, endorsements or a
request for information. This provides a single workflow for
servicing or quoting.
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| An Essential
Complement to Real-Time |
| Encouraging agents, carriers, and vendors to implement
both personal and commercial lines download is an essential
part of the Real-Time/Download Campaign, because download
enables the round trip of data back into the agency
management system following a real-time transaction. Having
this downloaded information in the agency management system
also is essential to performing many real-time transactions
most effectively. |
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