Presenters Cyndy Smith – Haylor, Freyer & Coon Karen Youngman - Don Allen Insurance Agency Assisted by: Cal Durland - AUGIE & ACORD Jeff Yates - Agents.

Presenters

• Cyndy Smith – Haylor, Freyer & Coon• Karen Youngman - Don Allen Insurance

AgencyAssisted by:• Cal Durland - AUGIE & ACORD• Jeff Yates - Agents Council for Technology

Real Time is…

…The ability to click on a button from a client file in your agency’s 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.

Benefits of Real Time

• Saves an average of 30 minutes a day, 10 hours a month per Real Time User

• Eliminates duplicate data entry• Applies stored passwords automatically and handles carrier Web

site navigation and often returns needed information directly to agency’s system

• Provides consistent workflow for multiple carriers reducing training time and cost

• Automatically sets up “Activities” in management system for E&O protection

Welcome to the 21 Day Challenge!

A step by step program designed to increase agency Real Time adoption

The Challenge Builds on the Success of the All-Industry

Real Time/Download Campaign

• Over last two years, the number of agencies doing at least some Real Time has grown to over 50% and the number of carriers offering Real Time has grown 58% to 186

• The Challenge is for both agencies which have not yet implemented Real Time and those where agency use is sporadic

The Premise & Approach of the Challenge

• Premise - It typically takes an employee 21 days to fully learn a new workflow, discover all of its benefits and make it a habit

• Approach - The Challenge provides – new Web pages that give agencies step by step

guidance on how to implement Real Time and make it a habit

– for agency registration so we can track progress and carriers, vendors, user groups & associations can provide support

National Roll Out of the Challenge

• Initial Pilots – Iowa & New York

• National Roll-Out – January 15 2009• Key to Success – Full industry support as

demonstrated by the success of the overall Real Time/Download Campaign

• We need your support!- Alert your Agency Support Staff- Work with your marketing organization- Provide Direct Contact Information to 21 DC committee c/o [email protected]

• Promote, Promote, Promote• Reach out to agents taking the Challenge to provide support• Consider providing your agents a special incentive for taking the Challenge

Helping Your Agentstake the Challenge

Marketing materials:

• Text for Announcements• 2-page Color Brochure• Banner Ads for Electronic Newsletters• Print Ads• What else?

Resources Available to You

Key Websites for step by step help in taking the Challenge

• The Challenge Web site -www.getrealtime.org/21DC

• The Real Time/Download Campaign Website - www.getrealtime.org

Taking the Challenge

• Agencies will be able to start with “New to Real Time” (installing the functionality)

• Next they can – take the “Champions Challenge” (selected employees

take the Challenge first, then the rest of the agency takes the “Agency Challenge”) , or

– decide to go right to the “Agency Challenge” (full staff takes the Challenge together)

When you start the taking the Challenge

• Register for the Challenge– http://www.zoomerang.com/Survey/survey-intro.zgi?p=WEB229VKPABPRH

• Why register?– It provides us with a idea of how many agencies are taking

the Challenge– Unless an agent opts out, we’ll let the supporting

organizations know the participating agencies if they want to reach out to provide the agent support and help

What to do if an issue occurs?

• "Help" link on the website would direct the challenge participant to contact their "normal" Agency Management System Vendor help desk or carrier help desk.

• “Campaign Help Desk” – if your normal resources aren’t responding to you, let us know at [email protected]

Successful Completion of the Challenge

It occurs when the agency completes the

Full “Agency Challenge” and Real Time has become the predominant agency

workflow for those transactions

and carriers which offer it.

Let the Campaign celebrate your success

with you!

Complete the online survey to let us know that the agency has completed the Challenge.

The Real Time/Download Campaign will provide a Certificate of Completion

(electronic image) suitable for framing

Q Q && A A

Submit additional questions to:

[email protected]

Thank You!

For promoting the 21 Day Challenge when it Launches January 15

For providing your agents with support for the 21 Day Challenge21 Day Challenge!