| One employee or department in the
agency goes first— |
 educating
and leading the way for others later.
Some experts
claim it takes 21 days to form a habit—
and break old habits.
In the spirit of encouraging independent agents to form
new habits and gain new efficiencies, the Real Time/Download
Campaign is asking you to adopt new workflows to leverage
real-time technology tools for sales
and customer service. read
more
|
| The
“21 Day Challenge” will ease anxiety over workflow
changes. |
| How? By incrementally
changing the way the staff does business—and having some fun in the process! |
|
| Real Time is the ability to click on a button from a
client file in the agency management system or comparative
rater for immediate access to carrier information on that
client. This approach provides a single workflow for
servicing or quoting. Tell
me more about Real Time. |
 |
