Real Time
Real Time interface is built in to TAM®, Vision®, and DORIS®, allowing you to communicate directly and immediately with your insurance carriers. Data transfers between your agency management system and your carriers’ websites via the Internet and ACORD XML for Managed Insurance Web Services.
How does it work?
Real Time interface provides a single workflow for servicing or quoting. A single click from a client file in TAM, Vision, or DORIS takes you immediately to carrier information on that client.
What Can It Do?
Quote, Issue and Bridging
- Personal Auto
- Homeowners
- Personal Umbrella
- Personal Package
- Business Owners Package
- Workers’ Compensation
- Commercial Auto
- General Liability
- Property
- Insured & Location Schedule Submit
- Vehicle Schedule Submit
Service Transactions
- Inquiry Status (View)
- Billing
- Claim Status
- Loss Runs
- Policy
- Company Website
- Make Payment
- Endorsement Bridge
- First Notice of Loss
- Auto
- Liability
- Property
- Workers’ Compensation
Other Transactions
- Alerts!™ Company Messages
- Allows insurance companies (and other authorized parties) to send messages directly into their agencies’ management systems
Activity messages are generated and attached to the customer, policy, or claim level and optionally assigned to agency CSRs or producers.
