Set Up & Inquiry Transactions (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. Decide if a single employee or a group of employees will take on the Champions Challenge—organize a meeting if necessary to discuss.

3. Review the Real Time Implementation Guide.

4. Visit the Real Time Implementation pages for your agency management system vendor:
   
   
   • Locate and click on your management system 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.)

5. Make sure you are set up with user codes and passwords within your management system for the carriers and transactions that are available.

6. Run billing, claims, and policy inquiry transactions for the carriers you have activated for Real Time in your management system.

7. Use Real Time with these carriers every day for all inquiry transactions—get comfortable with the new workflow.