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Download

Real TimeThe Real-Time/Download Campaign is a major all industry initiative supported by  IIABA and  ACT.  Click here to learn more about the origins of the Campaign and about how the Campaign represents a major commitment by the industry to enhance agents' ease of doing business.

 
AUGIE's revised Commercial Lines Download Agency Start-Up Guide (Feb 2010) is a "must have" step by step tool for any agency contemplating or in the process of implementing Commercial Lines Download. Offered here with permission by ACORD & AUGIE.  See also ACT's Commercial Lines Download Report for recommendations to carriers and vendors for an agency testing process and improved documentation materials for their agencies.
 

Commercial Lines Download – It’s Working! (Recorded Webinar sponsored by AUGIE)

In this webinar, agents, carriers and vendors discuss how commercial lines download has been improved and is now being implemented successfully. The webinar also provides a number of tips to assist agents and carriers when implementing this functionality. To view the recorded webinar, click here
 
To increase efficiency and save valuable time, agents and brokers strive to use download to the fullest extent possible. Reports from your vendors can highlight lines of business available for download that you may not be aware of. This ACT article on the IVANS 'Connections Project' details the tools available to help your agency enable your full suite of download possibilities.
Several tools are now available to agents that can streamline their claims processes significantly and enable them to automatically download claims information. The author demonstrates how an agency can fit each of these tools together to create more efficient claims workflows. The article also points out the critical role agents play in advocating for their carriers and vendors to provide these tools and then to implement them in their agency.
AUGIE's revised Commercial Lines Download Agency Start-Up Guide (Feb 2010) is a 'must have' step by step tool for any agency contemplating or in the process of implementing Commercial Lines Download. Offered here with permission by ACORD & AUGIE. See also ACT's Commercial Lines Download Report for recommendations to carriers and vendors for an agency testing process and improved documentation materials for their agencies.
(Recorded Webinar sponsored by AUGIE) In this webinar, agents, carriers and vendors discuss how commercial lines download has been improved and is now being implemented successfully. The webinar also provides a number of tips to assist agents and carriers when implementing this functionality.
This report provides a good overview of the continued importance of download in a Real-Time world; what the objectives and benefits of download are for agencies, carriers and vendors; what the overarching issues are to make download more effective; and recommendations for improved downloading.
Broad segments of the industry have come together and have taken the unprecedented step of forming the Real-Time/Download Campaign to promote agents’ ease of doing business. The participating agents, brokers, carriers, vendors, user groups, and associations have seen how Real Time and Download are benefiting agency workflows, customer service, and bottom lines, and they want to see more agencies gain these advantages.
This May, 2005 report outlines the latest efforts in the industry to make commercial lines downloads more accurate for agencies. It recommends that carriers newly implement an agency testing process and contains prototype documents for carriers and vendors to use so that agencies can implement these downloads from a particular carrier more effectively.