Guidance for Carriers & Vendors (Revised December 7, 2011)
This report, developed by the Agency Real-Time Experience Work Group of the Real Time/Download Campaign, will provide a very useful roadmap for carriers and vendors whether they are implementing real-time transactions for the first time or enhancing and expanding their current real-time capabilities. This implementation tool spells out the "best practice" real-time workflows which agencies would like to have and which some carriers are already delivering. For real-time implementation to continue to grow among agencies, we need to achieve more consistency in the real-time transactions that are offered to agencies across carriers and lines of business coupled with better performance from those transactions.
Independent Agency Preferences for Carrier Electronic Communications
This report sets out how agents would like to receive electronic communications from their carriers for specific types of notices and transactions, so that agencies can benefit from a consistency of approach. The report includes a very helpful chart outlining each type of communication, how agents would like to receive the information, and, if the recommended method is email, a recommended format for the subject line.
Real-Time Endorsement, New Business Submission, and Activity and Note Transactions
Along with inquiry, these are the most important real-time transactions for agents. The report spells out the agents' business requirements for these transactions.
Industry Meets to Address Pressing Agent & Carrier Technology Issues This article provides a good summary of the key agent related technology issues that were discussed at the ACT, AUGIE, & State Technology Liaison Meetings in September, 2006, including the industry's real-time campaign, security and identity theft, and the agreed upon industry "Must Do" issues, to name a few. click here
Effective Communication and Training of Technology Issues to Independent Agencies and Brokers
This report provides the industry with guidance on how to communicate and train agencies in new technologies and workflows most effectively and provides compelling "success stories" that will motivate agencies to implement real-time interfaces, commercial lines download, and strategies to become "paperless."
Productive Agency Visits by Insurance Carrier Marketing Reps Guide
Carrier marketing reps who are knowledgeable about the carrier's Real Time, Download, and other technology benefits play an important role in promoting the carrier's ease of doing business with its agency force. This AUGIE guide is a must for both carriers and agencies planning agency-carrier marketing visits.
See Also: Real Time, Download
For more information, please contact Jeff Yates, ACT Executive Director.
ACT is a partnership of independent agents, companies, technology vendors, user groups, and associations dedicated to enhancing the use of technology and improved work flows within the Independent Agency System.