| 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 run, policy view, endorsement or a request for information. This provides a single workflow for servicing or quoting.
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| Download-An Essential
Complement to Real Time |
| Encouraging agents, carriers and vendors to implement personal and commercial lines download—and the newest capability, claims download—are essential parts of the Real Time/Download Campaign. That’s because download enables the return of updated data into the agency management system following a real-time transaction. Having this downloaded information in the management system is essential to performing many real-time transactions more effectively. |
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