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AUGIE Tools & Resources
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

2012 AUGIE Priorities Document 2012 AUGIE Priorities Document
 
2012 AUGIE & ACT Priorities Matrix
 
2011 AUGIE Priorities & Results Document
 
AUGIE Brochure AUGIE Brochure
AUGIE Brochure (Print) 
AUGIE Brochure (View) 
AUGIE Workflow Tools 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?  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.
 
Commercial Download Policy Detail Agency Start-up Guide Commercial Download Policy Detail Agency Start-up 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.
 
Real Time Implementation Guide Real Time 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.
 

Agency Real-Time Best Practice Workflows and Implementation Strategies

 

Real Time Makes Real $$$$$ Real Time Makes Real $$$$$
Because of efficiencies created by using Real Time and Download, agency and brokerage professionals find they have more time on their hands. This allows principals to start shifting the focus of "processing" staff and to create more of a consultative sales culture throughout the organization.
Real Time Makes Real $$$$$
Visit www.getrealtime.org for more information

Productive Agency Visits For Insurance Carriers 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.
 
2010 AUGIE Survey Executive Summary. 2010 AUGIE Survey Executive Summary
 
AUGIE Reference Guidelines 2011 AUGIE Reference Guidelines 
 
2011 AUGIE Priorities Document 2011 AUGIE Priorities Document
 
2010 AUGIE Priorities/Results 2010 AUGIE Priorities/Results
 
AUGIE Priority Document AUGIE Priority Document
This document has been developed and is kept up to date to provide you with a summary of AUGIE, Industry Campaigns and ACORD’s current tasks & Standards efforts that impact AUGIE’s success. In addition, at the end of the document, completed materials and their website link have been provided.
 
AUGIE Real-Time Study 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.
 
AUGIE Activity Notification 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.
 
AUGIE Technology Survey Executive Summary AUGIE Technology Survey Executive Summary
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.
grating today's technology into their daily workflow.
 
AUGIE Teams Instructions AUGIE Teams Instructions
How to Join the Teams AUGIE Group.
 

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