The ACORD-User Groups Information Exchange (AUGIE) has created a new questionnaire form that lets independent agencies organise data commonly requested by carriers. This is to eliminate redundant information requests
The form, Agency Questionnaire (ACORD 812), was developed after agents and brokers expressed concern that too much time is spent filling out multiple questionnaires.
“Every carrier seems to ask agencies the same questions every year,” says Jo Ann Litwin, who chaired the AUGIE working group that addressed the problem. “The questions are generally valid, but many are also redundant-from year to year and carrier to carrier.”
The new form allows an agency to fill out or update-once each year-as much information as it wants and make that available to all its carriers.
The questionnaire form includes data fields for primary contact name and e-mail; agency profile (principals, managers, CSRs, producers) and license numbers; agency office information, such as branch locations; agency premium and mix of business; interface information (download, upload, real time, etc.); technology information, such as agency management system version and Internet connections; and other commonly requested information.