Choices Software has launched Choices Real Time, which enables insurance agency users to access insurance company websites and view policy information in real time with one click of the mouse.
Choices Real Time also allows users to record and replay repetitive tasks, such as website logins and web page navigation.
ACORD defines “real time” as the ability to click on a button from a client file in an agency management system for immediate access to carrier information on that client. The transaction may be a quote, billing inquiry, claim inquiry/loss runs, policy view, endorsements or a request for information. Many insurance company websites now support direct bill and claims inquiries and viewing of policy details.
Once Choices Real Time is installed on a desktop, the user visits the desired web site, clicks the “record” button at the top of the screen, logs in and navigates to the desired web page, then clicks the “stop” button. The user saves the task and thereafter simply clicks “play” to select any previously recorded task, and the login is automatically performed. Choices Real Time encrypts passwords, providing added protection against identity theft and malicious password-cracking tools.
According to Choice, many insurance companies have stopped mailing paper copies of policies and endorsements to their agents, causing agent concern about possible errors and omissions exposures since they might not be able to access a complete record of all transactions. Choices Real Time has a “save as image” feature that addresses this concern by allowing agents to save entire web pages to disk as jpg or bmp images. The saved pages can also be easily emailed to an insured.
According to Choices Software founder and president Dean Westover Choices Real Time frees up to an “extra 30 minutes a day for active users – that’s like getting an extra three weeks of work or vacation time a year, without lifting a finger, literally.”
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