As a result of strong agent and carrier interest, the Real Time/Download Campaign (www.getrealtime.org) has added session dates to its monthly webinars titled, “Real Time: The Next Major Advance in Agency Workflow.” The hour-long sessions provide independent agency owners and employees a free, convenient opportunity to understand how to leverage a wave of change underway that improves customer service and agency profitability. Upcoming sessions are scheduled for May 6 and June 3.
More than 1,000 insurance professionals have participated in the webinars already this year. In each session, presenters explain real time, demonstrate its capabilities, discuss benefits, and outline steps agencies and brokerages can take to implement real time or increase its usage. They also discuss the increasing importance of download, which completes the round trip of data between agency and carrier.
The free webinar, designed for principals, systems professionals and CSRs, runs an hour long, with time available for questions and answers. The webinars are relevant to agencies no matter which agency management system they use, as virtually all offer real-time functionality. Live demos of real-time quoting and inquiry transactions are shown. These vendor-specific demos are intended generally to show the efficiencies of real-time workflows.
Attendees can to listen to the audio through computer headsets or speakers or by dialing a long-distance number. A recorded version is available on demand at getrealtime.org.
Agents can register for the May 6 event, which will run from 1:30 to 2:30 p.m. EST, at this link: https://www1.gotomeeting.com/register/771210636. To register for the June 3 session, which also will run from 1:30 to 2:30 p.m. EST, use this link: https://www1.gotomeeting.com/register/770965005. To see the presentation outline, go to www.getrealtime.org/active/powerpoints.asp. Information to register for other webinars will be posted at the site later this spring.
Launched in April 2007, the Real Time/Download Campaign (www.getrealtime.org) is dedicated to improving the competitiveness of the independent agency distribution channel. The campaign goal is to double the number of real-time transactions each year.
Real time is the ability to click on a button from a client file in the 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 request for information. This approach provides a single workflow for servicing or quoting.
Campaign participants include agents, brokers, carriers, technology providers, user groups, and agent and industry associations. The campaign is sponsored financially by ACORD, ACT, AMS Services, AMS Users’ Group, Applied Systems, Applied Systems Client Network (ASCnet), Artizan Internet Services, AUGIE, EMC Insurance Companies, Grange Insurance, IIABA, IVANS, Liberty Mutual Agency Markets, MetLife Auto & Home, Nationwide/Allied, PIA of New York, New Jersey, Connecticut & New Hampshire, SilverPlume Rating Solutions, Strategic Insurance Software (SIS), The Hartford, and Westfield Insurance.