Getting The Most From Download Agents report that company download to their agency management system varies in accuracy, thoroughness and procedure from company to company.
Comments such as this have driven the Agents Council for Technology (ACT) to conclude that we can do better with download, particularly in commercial lines, and ACT set up a work group to verify current problems and to recommend improvements. The work groups full report has just been published and can be found on the ACT Web site.
Download remains very important to independent agents and brokers because they want to be able to handle 80 percent of customer inquiries from their agency system databases. They then need efficient company interfaces to secure the remaining 20 percent directly from the companies in real-time by making a policy, billing or claims inquiry.
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