Using automation technology to enhance your business

Best Practices Part 2: Real Time

Did you know that according to Jeff Yates, Executive Director of ACT “Real-time inquiry and servicing are saving 50 minutes daily for those employees using the functionality (in their agency management systems)?”

What you could accomplish if you could squeeze an additional 50 minutes out of a typical workday—50 minutes per employee that is?  There are no two ways aroundagency management system best practices - Real Time it. The answer to that question has to be “a lot.”

That said, it would be negligent to write a blog series on “universal best practices” for using an agency management system without talking about Real Time.

What is Real Time?

Real Time is, “the ability to click on a button from a client file in your agency management system for immediate access to carrier information on that client.”

Why use Real Time?

Let us count the ways…

  • When you use Real Time tools through an agency management system you can access multiple carrier sites using one password/login procedure.
  • Real Time provides a simple, consistent workflow through the agency management system by eliminating the need to learn and train on the individual workflows of each carrier portal.
  • Real Time automatic data transfer between the carrier site and the agency management system saves time and reduces errors by minimizing the need for manual data entry.
  • Permanent transaction records are automatically recorded in the agency management system, increasing E&O protection.

All of the above translates to a reduction in time spent on routine tasks and the ability to provide customers with more thorough service and personal attention. The BEST PRACTICE then, is to recognize that even though Real Time may not be offered by all carriers it is in an agency’s best interest it to use it wherever and whenever possible.

Stay tuned for more “best practices.” If you have any questions in the meantime, please feel free to get in touch. Give us a call at 800-747-9273.


About SIS: SIS is the team behind Partner XE insurance software – an innovative online-hosted insurance agency management system that helps independent agencies streamline workflow and grow their business.  Built on a foundation of strong technology and exceptional service, we’re moving forward with a constant eye on innovation that will make independent agents’ lives easier. We’re out to take the industry – and your agency – to a new level. 
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