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AUGIE's tools, documents and resources are all designed to help improve data communication and increase efficiency for carriers, agents/distributors, and all members of the industry.
Documents and Resources Recommended Links Agency System User Groups
Professional Organizations
Documents and Resources
AUGIE Documents
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AUGIE
Priority Document
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Free Tools
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AUGIE Workflow Tools
Do you know how much time it takes you to service customers?
On the phone, through email, on the carrier website, or through your system?
The AUGIE Workflow Tools can show you. AUGIE has made these tools available to assist you in identifying the benefits you could realize by implementing Real Time and/or Download versus manual processes.
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RT Implementation Guide
How do you make real-time real? This implementation guide gives you the basics on real-time and shows you how it is essential for your business to grow in today's competitive market. With steps and tips to make it even easier, you too can be working in real-time.
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Free Documents
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Commercial Download Policy Detail Agency Start-up Guide
Making an old technology new, the guide helps you realize the benefits you can achieve by enabling this technology.
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Productive Agency Visits For Insurance Carriers
Make your carrier visits more productive and get the most out of each minute with your carrier reps. This updated edition summarizes issues and opportunities and provides easy checklists agencies can use as they encourage more successful visits by carrier reps from all departments-marketing, underwriting, education, automation and more. It also helps company staff better understand what AUGIE encourages agents to do to make visits more productive.
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AUGIE Real-Time Study
Still in the manual, paper world? Take a look at the AUGIE Real-Time Study to learn how other agencies are realizing savings by integrating today's technology into their daily workflow.
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AUGIE Activity Notification
Agencies want to handle carrier communications within their agency management systems and existing agency workflows. They want to process incoming electronic information with as little human touch as possible, in order to reduce the overall processing time in the agency. This document states the business case for carriers and vendors to implement activity notifications.
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AUGIE Technology Survey Executive Summary
7,500 agents and brokers took the time to respond to the AUGIE Survey providing the industry with validation on the direction needed to improve agent's ease of doing business. Read the AUGIE Technology Survey Executive Summary so you know what the industry learned.
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Recommended Links
ACTtech.org This web site is a single place for independent agents and brokers to go to learn what real-time and download transactions their carriers have available for agencies using the various agency systems.
POWER of Change® The POWER of Change® is a 5 step process that helps organizations implement change from their customer's perspective.
Real Time Campaign A group of agents and brokers, carriers, technology providers, user groups as well as agent and industry associations have united to advocate adoption and implementation of Real Time and Download interface applications by key segments of the independent agency system.
Agency System User Groups
Professional Organizations
- AIMS Society (American Insurance Marketing and Sales Society)
- IIABA - Agents Council for Technology (ACT)
- PIA (National Association of Professional Insurance Agents)
- NAILBA National Association of Independent Life Brokerage Agents
More Information
To learn more about AUGIE, contact:
Cal Durland, CPCU
AUGIE Facilitator and Manager
845-620-1700, ext. 411
cdurland@acord.org
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