“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 approach provides a single workflow for servicing or quoting.”
Industry surveys show that people who use Real Time and Download save, on average, an hour a day by eliminating multiple data entry, password management tasks and other redundant work. All you need is two people in the agency using Real Time and Download, and you’ve saved a day’s worth of work EACH AND EVERY WEEK!
