Join the Industry Real Time Download Movement to an Improved AgentCarrier Workflow

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Join the Industry Real Time Download Movement
to an Improved Agent-Carrier Workflow!
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Its about Process Improvement!

• Customers realize the value they receive for
  the money they pay
• Agents close the deal and service the customer
• Carriers write the business

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Industry Associations

• Collaborate
• to reach common goal!

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ACT Priorities

• Bring Real Time Download message to state
  association and individual agency level
• Improve agencies password management using Real
  Time
• Work with wholesalers to implement Real Time
  Download for their retail agents
• Encourage more agency website functionality and
  search engine positioning
• Keep a focus on important technology consumer
  trends that are likely to impact our distribution
  system

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ACORD and AUGIE Initiatives

• Getting more carriers involved
• Mid-west regional carrier meetings
• ACORD Implementation Forum
• Quality work group
• Real Time Makes Real
• Power of Change Seminars
• Forms work groups

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AIMS Society

• Provided the Real Time Makes Real resources
  that include sample letters, scripts, account
  review questionnaires, client service agreement,
  etc.
• Conducts
• One-hour Webinars on topics such as Productive
  Prospecting, Generating Referrals, Understanding
  Client Behavior and Planning for Profitability
  from AIMS Society
• The CPIA designation program 3 one-day
  workshops that teach Marketing Sales concepts
  in conjunction with E O Loss Prevention and
  Effective Risk Management techniques
• Advanced Seminars Annual PRO-to-PRO

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AMS User Group

• Developed Living AMS Real-Time Getting Started
  Guide http//www.amsservices.com/resources/files
  /120/RealTimeGettingStartedGuide.pdf
• Hosting 3 Commercial Lines Download Focus
  Meetings Across US
• New Connectivity Track added to National
  Conference Education Promoting Real Time to
  Carrier, Agent, Vendor Audience
• Articles Promoting Real Time in UG, AMS, and
  National Press
• Chapters Presenting Real Time _at_ Grass Roots Level
• System Specialists Trained to Present Power of
  Change
• Ongoing TransactNOW Webinars for Agents and
  Carriers
• Ongoing Collaboration w/AUGIE, ACT, ACORD, IVANS,
  Industry for Single Message to Business
  Partners
• Continued Collaboration and Promotion of
  Adoption, Implementation Utilization of ACORD
  Standards Around Real Time Processing

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ANEU

• Industry Advocacy - ANEU Members are active in a
  variety of industry technology organizations and
  initiatives ACORD, AUGIE, ACT that improve
  agency productivity
•  Product Development Committee - ANEU Members
  have a voice in the product development process
  and are instrumental in prioritizing and beta
  testing enhancement requests received from Ebix
  users
•  Training Communication - The ANEU Board of
  Directors is committed to providing open dialog
  among members thru the Members-Only Forum and the
  development of training materials, implementation
  guidelines and tip sheets
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• Real Time
•  Ebix works with third party vendors -- Real
  Time
• Sea Pass Solutions Comparative Commercial Lines
  Rating
• EZ Lynx Personal Lines Rating
• FSC
• Silver Plume
• Priority Rating (Personal Lines)
•  Direct Bill Inquiry, Loss Runs. Etc.          
• Ebix, utilizing ACORD XML has the ability to work
  with these vendors and do Real Time.

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ASCnet

• ASCnet represents over 85,000 insurance
  professionals and continues to drive Real Time
  adoption through education and information at
  national and local levels, including
• ASCnet Quarterly Magazine articles and
  advertisements
• The Journey Fulfilling an Agency Vision for
  Transition to Growth
• Feature article, York delivery of Real Time
  Inquiry for Canada Brokers
• Four full page Real Time Download Campaign
  advertisements
• Real Time Education featured at TENCon, ASCnet
  Annual Membership Conference
• Using TAM and Real Time for Comparative Rating
• Agency Interface Roundtrip a Reality
• Panel Sessions covering Download, Company
  Interface, and Real Time Solutions
• ASCnet Interface Committee developed and
  released, Transformation Workflow Guide,
  available on www.ascnet.org
• Hosted 2nd Annual ASCnet Interface Real Time/WARP
  Meeting with over 65 company, agent and broker,
  and industry leaders from the United States and
  Canada
• Incorporated Power of Change into ASCnet
  Leadership Series, with over 125 volunteer
  participants

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CIAB

• The Council represents the largest insurance
  brokers in the world
• Our member firms consistently demand real-time
  data integration with their carrier partners
• Council surveys of our members indicate that ease
  of doing business (i.e. real-time data
  integration) is one of the most important of
  drivers determining business placement
• Likewise, our member firms report cost
  containment (single-entry of data) as one of
  their highest priorities at a time when premiums
  are lower and margins are squeezed
• Real-time data integration is no longer an
  option... it is an imperative!

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InStar Users Group

• Promoting real time at National and Regional
  conferences
• Training in TransactNow for agents
• Representation on ACT, AUGIE, and ACORD to
  promote single entry for all agents.
• Promotion of ACORD Standards for Real Time
  processing
• Continued Download education for agents
• Collaborative effort in promoting Real Time to
  Regional Companies
• Representation on Marketing Accounts for
  Competitive Rates to further promote real time in
  developing new business for agents.

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NASPA

• Articles Promoting Real Time in On Line Partner
  Preview
• Ongoing Weblink Webinars for Agents and Carriers
• Adding Transformation Station in 2008 for
  expanded connectivity for Agents and Carriers
• Ongoing Collaboration with AUGIE, ACT, ACORD,
  IVANS, Industry, for Single Message to Business
  Partner
• Continued Collaboration and Promotion of
  Adoption, Implementation Utilization of ACORD
  Standards around Real Time Processing

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NeXsure User Group

• Download Real Time Sessions at User Group
  Meetings
• Real Time Technology sub committee
• Promotion Collaboration of implementation and
  use of ACORD Standards
• Introduction of New Users to Real-Time and
  Download use

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NUDGMI

• Providing Real time functionality training for
  the Fiserv users - Service Link.
• Supporting the industry in engaging carriers to
  provide download and real time functionality
• Supporting ACORD, AUGIE and ACT

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Professional Insurance Agents (PIA)Connecticut,
New Hampshire, New Jersey, New York

• Get Real Time member info www.pia.org Web
  site, Technology Info Central
•  An Agency Guide to Comparative Rating by
  Steve Anderson
• vendor-specific information
• 1st ed. released to all members 1/08 2nd ed.
  6/08
•  Real Time Business Case/Barriers to Adoption
  PIANY Bd. discussion (3/08)
•  Company Performance Surveys agents rate
  companies on Real Time (6/08)
• national trade press coverage
• agent comments samples
•  Advanced automation capability would allow us
  to write more business.
• If they would start using real-time, they would
  be
• the perfect company.

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Industry Resources

• www.getrealtime.org
• Industry website for real time and download
• www.getrealtime.org/documents/IndustryReferenceGui
  de200804.pdf
• www.acord.org/augie
• Explains what AUGIE is and does
• Has a Tools Resources page with info on real
  time and other automation initiatives

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Industry Resources

• www.acttech.org
• Sponsored by IIABA/ACT
• Shows Real Time Download capabilities by
  carrier and vendor
• www.independentagent.com/act
• Lots of information about real time and what
  organizations are working on

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What are we waiting for?