Plan and Setup (Register at Step 5, below.)

1. Please help us keep track of the progress being made in the 21 Day Challenge by registering. Click here.

2. The principal or someone in a leadership position should organize a meeting and advise employees of the Agency Real Time Challenge on which you are about to embark. Discuss the benefits of Real Time in your agency. Want some more information?.

3. Designate a team leader to oversee the project.

4. Review the Real Time Implementation Guide.

5. The team leader should visit the Real Time Implementation pages for your agency management system vendor.
   
   
   • Locate and click on your vendor.
   • Obtain the vendor’s carrier list that identifies transaction types by carriers—or point them to:

   Implementation Guide Carrier List: Personal Lines Commercial Lines

   Implementation Guide: Must log in with User ID & Password Carrier List

   Implementation Guide Carrier List

   Implementation Guide:  Contact Vendor Carrier List

   Implementation Guide Carrier List

(For information on contacting other agency management systems or 
comparative raters, click here.)

6. The team leader should make sure employees are set up with user codes and passwords within your management system for the lead carriers and transactions that are available. Make sure these passwords are kept up to date in the management system on a continuous basis. Establish an agency procedure for managing passwords.

7. Start simple. Teach employees how to run billing, claims inquiry, and policy inquiry transactions you have activated for Real Time. Establish an agency workflow and procedures regarding inquiry transactions.

8. Have employees use Real Time with these carriers every day for all inquiry transactions--get them comfortable with the new workflow.

9. On the agency’s intranet, post carriers and their available Real Time transactions. If your agency doesn’t use an intranet, be sure to communicate the updated information in some fashion.

10. Find out how to run Real Time reporting function and set up in the system. Require the monitoring transaction to help identify any training issues during the 21 Day Challenge contest. The reporting transactions will confirm usage of Real Time within the system by user.