Real-Time Commands

Perform the following commands (i.e., transactions) using the Real-Time Interface screen.

Use the link labels in the Policies screen eServicing ribbon to perform Real-Time transactions (Policy Inquiry, Claim Inquiry, Billing Inquiry, and Company Website) without accessing the Real-Time Interface. These transactions depend on the issuing company’s configuration and what it supports. See the Policies article for more information on the eServicing ribbon.

Policy Commands

Command	What it does	Command Options
Account View*	Access a summary view of an insured's entire account on a carrier's site. It is similar to Policy Inquiry and Billing Inquiry but provides a more general view that includes policy and billing information.	N/A
Billing Inquiry	Get billing information on a policy.	Evaluation Dates: Defaults to today’s date. Can be changed to obtain billing information during a certain period.
Company Website	Access a company website automatically without having to open another program. Note that it is no longer necessary to locate a client before accessing this option. If a carrier offers the Company Website command and has been configured for this command by running an Account Update, a Website Access link label displays in the Phone Numbers/Website section of the Account tab, providing access to the carrier website. Company Website sessions can be run for multiple companies simultaneously.	N/A
Endorsements*	Bridge policy information to a carrier for an endorsement.	Details: Assign an endorsement type (Optional) and an effective date of the policy change.
Policy Change Request*	Send the policy detail, including the changed information, to the insurer to aid in automating your change request workflows.	N/A
Loss Run*	Obtain a Loss Run from a carrier.	Evaluation Dates: Defaults to today’s date. Can be changed to obtain Loss Run information during a certain period.
Make Payment*	Bridge to carrier website to report a payment on a policy.	N/A
Order MVR	Order an MVR through the America Driving Record using CSIO.	Details: Select drivers to order the MVR. Drivers must be selected before continuing with the transaction.
Policy Inquiry*	Get policy information.	Evaluation Dates: Defaults to today’s date. Can be changed to obtain policy information during a certain period.
Policy Submission Request	Send the full detail of an application to the company.	Details: Choosing a Policy Submission workflow that sends a policy to a carrier in a submission workflow ensures that your management system tracks the work appropriately and shows a more generic submission response from the carrier without the expectation of updated premiums.
Premium Finance	Obtain a quote from premium finance vendor set up in your system.	N/A
Rate	Obtain a rate from a carrier (with the option to ISSUE if offered by the carrier).	N/A
Rate Manager	See Rate Manager.
Reverse Alerts!	See Reverse Alerts!	N/A
Quote	Obtain comparative quotes through the Rating Services software, set up in your system.	N/A

* ICO-specific commands, meaning the Company Code assigned to a product must match the issuing company of a policy for the command to show up in the Command dropdown list.