Angelyn Treutel,
SouthGroup Insurance

treutel

Resources

A number of resources exist to help agents, brokers, carriers, vendors and others move forward. The following are links to articles, videos and presentations that you may use and share on your social networks!

Follow the Industry Social Networks to secure updates

Eddie on Facebook
Eddie on Twitter
ACORD User Groups Information Exchange (AUGIE) on LinkedIn
ACT (Agents Council for Technology) on LinkedIn

Activity Notes, AKA “Notifications”

Parry and Sons Case Study
Schulthesis Case Study
IVANS Webinar
ACT – No More Paper Policies (01/26/2015)

ACORD

ACORD
How does ACORD help professional, independent insurance agents?

ACORD User Groups Information Exchange

AUGIE
Year in Review: ACORD User Groups Information Exchange (AUGIE)

AUGIE Ambassador Initiative

Why we started the AUGIE Ambassador Program
AUGIE Ambassador Tracking
**AUGIE Ambassador Form – share with us when you communicate with other industry associates on workflow efficiency!

Branding

Personal branding

Claims Download

Craig Most – Claims Download during AIF
Is your agency a strong advocate when your client has a loss?

Commercial Lines Download

Carl Schlotman – CLDL is being used successfully by many agents today!
AUGIE Ambassador Corner – Commercial Lines Download

Customer Experience

ACT Customer Experience Work Group – Recommendations – 2015 Feb
Customer Expectations – video clip

Direct Bill Commission Download

An agents perspective on Direct Bill Commission Download (01/28/2015)
Presentation on Direct Bill Commission Download (01/28/2015)

eSignature

How Esignature Impacts the Insurance Consumer Experience
Agents and Brokers start using eSignature today! (01/20/2015)
eSignature for Carriers – July 2014 ACT Article – Part 1
eSignature Vendor Solutions – July 2014 ACT Article – Part 2
Agents and Brokers start using eSignature today – July 2014 ACT Article – Part 3

Excess & Surplus Lines

You’ve Got Your Client’s Attention

Social Networks to follow

Producer Licensing

Licensing Processes webinar, June 25, at 2:00 ET

Social Networks to follow

Eddie on Facebook
Eddie on Twitter
ACORD User Groups Information Exchange (AUGIE) on LinkedIn
ACT (Agents Council for Technology) on LinkedIn

Industry Events

Click here to see a list of Industry Events

Additional Information

The following information will assist in our collective goal to bring efficiency to our industry.

Real Time

Quick Links

Below are links to popular pages on the GetRealTime.org website. Use them to find information that can help you move forward in your quest for efficiency.