Plan and Setup

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

2. Review the generic Real Time Implementation Guide available on the getrealtime.org website. This will help you to understand all of the benefits and options available by installing the Real Time Tool and how you might be able to most effectively implement the program in your agency.

3. Next, visit your Agency Management System Vendor's Website to find the implementation documentation for its Real Time Tool. 

   Also, you will want to obtain the vendor's carrier list identifying the transaction types available by carrier. The links for this information are below:

   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.)

4. Install the Real Time tool in your System per the instructions in the Vendor Specific Implementation Instructions you printed in Step # 2 above.  
   
   If you need assistance contact your Agency Management System Vendor – be sure you tell them you are getting ready to take the “21 Day Challenge”!
   
   If you run into any problems at all with installing Real Time, please do not hesitate to contact the Real Time Campaign manager at RealTime@Aartrijk.com and we will be sure you get the assistance you need! But remember, you should always contact your vendor first.

5. After you install Real Time, generally you will need to enter your carrier(s) Web site user ID and password in the Real Time Program to get started using the program. You might want to activate for one carrier in your agency just to get started. If this is the case, make sure to select a carrier you have a fair amount of business with and have a good relationship with as well.

   If you don’t already have a user ID and password, contact the carrier agency support center.

6. Congratulations! Your system is set up for Real Time. Maybe first try a billing inquiry?