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Real Time Webinar Pre-show

“Real Time: The Next Major Advance in Agency Work Flow” will begin shortly

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“Real Time is much easier and faster than going through a Web site....you

don't have to login in or type in a policy number to get policy info.”

Ivette Matos, Account RepresentativeAllan M. Block Agency, Inc., Tarrytown,

N.Y.

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On Real-Time Billing Inquiries:

“Responding to customer billing inquiries used to be a three-step process: (1) the client called the agency (2) the agent called the carrier (3) the agent then returned the client call.

Now we are able to service most billing inquiries in a once-and-done manner.”

Lisa Parry-BeckerParry Insurance, Langhorne, Pa.

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On Real-Time Rating:“The carrier Web site approach to rating requires us to:1. Log on to each site; 2. Remember the unique password;3. Navigate to the proper screen;4. Enter the same data multiple times; and5. Train agency staff on each carrier’s workflow. Real Time remedies each one of these inefficiencies.”

Cyndy SmithHaylor, Freyer & Coon, Syracuse, N.Y.

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On Real Time Time Savings:

“The implementation of real-time inquiries in our agency has freed up 5.5 hours per month per CSA!

“We are using that time savings to institute a formal contact program to reach out to our best customers and truly be trusted advisors to them!

“It is very important for the agency principal to set the direction for the agency to use Real Time and to require that all use it.”

Mark StollyStolly Insurance Group, Lima, Ohio

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Real Time responds to top agent concerns identified in AUGIE

Automation Survey• Top two agency automation frustrations:

– Learning & using company proprietary systems (49%)

– Multiple user IDs & passwords (20%)

• Top two agency automation time wasters:– Duplicate data entry (47%)– Proprietary programs/software products

(12%)

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Agency Survey Results…• Survey ended January 23, 2009.• 3,197 surveys were completed.• Asked only one person per agency to

respond.• 90% of respondents use agency

management systems.

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Agency Survey Results…• 54% use real-time service tools, such as

inquiry, endorsements and more.• 43% use real-time rating tools for

personal lines policies.• 18% use Real Time for commercial lines

rating.

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Agency Survey Results…

These numbers show a significant increase in the use of Real Time tools!!!

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Agency Survey: % of Real Time Users using each

type--Billing Inquiry – Personal Lines 87%Policy Inquiry – Personal Lines 82%Billing Inquiry – Commercial Lines 75%Claims Inquiry – Personal Lines 70%Policy Inquiry – Commercial Lines 69%Claims Inquiry – Commercial Lines 60%

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Agency Survey: % of Real Time Users using each

type--Automatic Logon to Carrier Website 58%Endorsement Processing – Personal 55%Loss Runs – Commercial Lines 48%Endorsement Processing – Commercial

34%

Loss Runs – Personal Lines 27%Submission of First Notice of Loss 22%

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Number of Carriers using Real Time

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Agency Survey: % of Agencies using Download

Personal Lines Download 85%Commercial Lines DWLD – 1-3 carriers 39%CL DWLD – 4 or more carriers 23%DB Commission Download 47%Claims Download 28%

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