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Agency Real-Time “Best Practice” Workflows and Implementation Strategies; Guidance for Carriers & Vendors

(Revised December 7, 2015)

​This report, developed by the Agency Real-Time Experience Work Group of the Real Time/Download Campaign, will provide a very useful roadmap for carriers and vendors whether they are implementing real-time transactions for the first time or enhancing and expanding their current real-time capabilities. This implementation tool spells out the "best practice" real-time workflows which agencies would like to have and which some carriers are already delivering. For real-time implementation to continue to grow among agencies, we need to achieve more consistency in the real-time transactions that are offered to agencies across carriers and lines of business coupled with better performance from those transactions.

Click here for report

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