Let’s Ask a Real Time Expert

Moderator: Amanda Ketelaars, Mitchell & WhaleBeth Sigurdson, efficientbrokerCheryl LeBlanc, Policy WorksDianna George, Hub InternationalJamie Martyn, Kennedy InsuranceRick Dresher, Affiliated Brokers Traci Boland, IBAO/Ontario West Brokers

Definition: Real Time

Real time is the ability to click on a button from a client file in your brokerage management system or comparative rater for immediate access to carrier information on that client. The transaction may be a quote, billing inquiry, claim inquiry/loss runs, policy view, endorsements or a request for information. This approach provides a single workflow for servicing or quoting.”

Take The Tools out of the Toolbox

Can we agree:• There will be speed bumps• It is about progress not perfection

• Not all carriers offer all transactions• Transaction differ by carrier

• The pros outweigh the cons! • It is importance to use the tools available

Let’s Ask a Real Time Expert

1. In your opinion which Real Time transactions bring the most value? (time savings, $ savings, service levels)

2. What do you see as the obstacles to using the Real Time transaction in place today?

3. It is important to use the tools available4. How do you advocate for more Real Time

transactions with your carriers and vendors?5. You are given a magic wand and asked to consider

the art of the possible with Real Time. Tell us what you have created