VIDEO: Click the image to watch Carl Schlotman's presentation.
The February installment of our new monthly feature, the AUGIE Ambassador Corner, is here! This month's topic is Commercial Lines Download, courtesy of Carl Schlotman, Risk Advisor at CAI Insurance Agency, Inc., of Cincinnati, Ohio.
Agencies struggling with acceptance of download might suspect that it won't handle their data in the ways they find familiar. That was exactly the feeling at Carl's agency, and it turned out that they were right - but that was a benefit, not a drawback. "It took us a little while to understand that download puts the information not necessarily where we want it to go in our agency system, but where it should go," he says.
Over fifteen thousand agencies are using commercial lines download on a daily basis, getting data directly from carriers and improving both the quality and quantity of information in their systems. "We all need to strive for 24/7 availability of our agency's services for our clients," Carl says. "It all starts with good data in our agency management system. So no matter how good you think your manually entered data is, the data you can be getting from the commercial lines download is substantially better!" Click here
to read more about first-hand agency experience with Commercial Lines Download, straight from your AUGIE Ambassadors. Click here
to see the video of Carl's presentation.
Did you miss last month's topic, Direct Bill Commission? Click here
to see the video.