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AUGIE Tools & Resources

AUGIE Tools & Resources

The resources on this page are AUGIE or industry completed work.  Feel free to share them with others who may benefit from them.​​​​​​​​​​​​​​​​​

  • AUGIE General Reference Guideline
    This provides a summary of AUGIE.
  • AUGIE Priorities
    Review this document to see what we'll be working on this year. Our ultimate goal is to increase agent/broker usage and carrier/technology provider implementation of ACORD data standards and forms.
  • Ambassador Tracking
    Individuals sharing information on workflow efficiency!
  • Agents, Start Using eSignature Today!
    eSignature, a workflow that brings efficiency to the agency!
  • Real Time Makes Even More $$$$$
    Real Time Makes Even More $$$$$
    Revised in 2013. Because of efficiencies created by using Real Time and Download, agency and brokerage professionals find they have more time on their hands. This allows principals to start shifting the focus of "processing" staff and to create more of a consultative sales culture throughout the organization. Visit www.getrealtime.org for more information
  • Productive Agency Visits For Insurance Carriers
    Productive Agency Visits For Insurance Carriers
    This third edition of the guide is focused specifically on carrier field representatives. It is a companion to the "Real Time Makes Even More $$" document.
  • 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? 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.
  • 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.