The Real Time/Download Campaign has launched the 21 Day Challenge. This campaign is for independent insurance agencies that have not yet adopted Real Time rating and inquiry workflow or want to broaden Real Time usage to all of their employees. The 21 Day Challenge is being introduced to agencies in Iowa and New York and will be rolled out to additional states by the end of the year.
The 21 Day Challenge was created based on experts that have discovered that it takes 21 days for many employees to break old habits and form new ones.
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.
Agents will have two options in taking the Challenge. "Champions Challenge" (where selected employees go through the Challenge first and then bring it to the full agency); or "Agency Challenge" (where all employees takes the Challenge together). If the agencies need to install Real Time functionality, they can click the button, "New to Real Time," for a walk-through process on getting started.
As agencies begin one of the two challenges, it is important that they register on the site so campaign supporters can reach out to them to provide support if needed.
Campaign officials said successful completion of the challenge occurs when:
Real Time has become the predominant workflow for the agency (for those carriers and transactions where it is offered); and the new workflow is having a positive impact in the agency.
Agencies will receive a certificate acknowledging its successful completion of the full Agency Challenge.
