Our Focus

AUGIE Group provides a forum to discuss issues and opportunities. The information received during those conversations may be used by agents, insurance carriers and solution providers in securing and/or providing solutions, or establishing workflows, that overcome the issues.

AUGIE recognizes that carriers, solution providers and agencies are all at various levels of providing and/or using technology. To assist in prioritizing, AUGIE focuses on key initiatives to enhance the agent-customer experience throughout the lifecycle of the insurance process.

In 2025 the focus will be the following:

• Commercial download
• Once and done, including the use of eDocs
• Claims download
• Sharing the knowledge – Start by reviewing AUGIE Productive Insurer and Agency Relationships.

In 2024 the focus was broad:

1. Producer Contracts and Agency Codes:  The Contracts and Codes Best practice document, will be published in 2025
2. Provisioning and Credentialing: this initiative is dependent contracts and codes.
3. Real-Time – This will continue to be a focus through the Once and done workflow.
4. The Submission and Underwriting process – AUGIE has asked the industry to investigate and implement the sharing of documentation through the broadened use of eDocs and Messages.
5. Download – the synchronization of the carriers data with the agency’s system.

• • Instant, reoccurring – more than batch – download is sent from the carriers in a variety of ways. This will continue through the once and done workflow.
    • eDocs & Messages – an industry status report has been requested
    • Agribusiness Download – Insurance carriers are now sending a true Agri-download and a number of agency managements systems can process it.
    • Commercial Lines Download – continuing in 2025
    • Claims Download – continuing in 2025
    • Intermediaries – agent should continue to encourage their intermediaries to download

Your call to action!  Please “join the discussion” and work together to make a difference!  If you have an interest in any of these topics, please complete the form and join the discussion on Workstorm.