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AGENCIES WITH REVENUES UNDER $500,000
EXECUTIVE
PERSPECTIVES
PROFILE
REVENUES/
EXPENSES
FINANCIAL
STABILITY
EMPLOYEE
OVERVIEW
PRODUCER
INFO
SERVICE
STAFF
INFO
TECHNOLOGY
INSURANCE
CARRIERS
APPENDIX
27
D.
Utilization of Carrier Real-Time Interface
Impact of Interface on Agency Effectiveness/Efficiency
# of Real-Time
Interfaces
via
Proprietary
Carrier Website
via Agency
Management
System
0
8.3%
66.7%
1-2
16.7%
16.7%
3-4
37.5%
16.7%
5-6
20.8%
0.0%
7-8
12.5%
0.0%
9+
4.2%
0.0%
Personal Lines
Functions
% Having
Function
Impact
Score*
Inquiry - Billing/Payment
Inquiry - Policy Detail/Status
Inquiry - Claims Status
Claims Reporting
Loss Runs
Rate/Quote
Policy Issue
Endorsements
Commercial Lines
Functions
% Having
Function
Impact
Score*
Inquiry - Billing/Payment
Inquiry - Policy Detail/Status
Inquiry - Claims Status
Claims Reporting
Loss Runs
Rate/Quote
Policy Issue
Endorsements
0%
100%
3.00
5.00
4.50
4.00
3.50
0%
100%
3.00
5.00
4.50
4.00
3.50
Via Proprietary Carrier Website
Personal Lines
Functions
% Having
Function
Impact
Score*
Inquiry - Billing/Payment
Inquiry - Policy Detail/Status
Inquiry - Claims Status
Claims Reporting
Loss Runs
Rate/Quote
Policy Issue
Endorsements
Commercial Lines
Functions
% Having
Function
Impact
Score*
Inquiry - Billing/Payment
Inquiry - Policy Detail/Status
Inquiry - Claims Status
Claims Reporting
Loss Runs
Rate/Quote
Policy Issue
Endorsements
0%
100%
3.00
5.00
4.50
4.00
3.50
0%
100%
3.00
5.00
4.50
4.00
3.50
Via Agency Management System
*Impact Scoring -
Participants were asked to score the impact on the agency’s
effectiveness/efficiency where
1 = VERY NEGATIVE
and
5 = VERY POSITIVE.
50%
50%
50%
50%