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paper files
Articles tagged with paper files
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COMMISSION-REDUCTION STRATEGIES by Ken Buehler Commission reductions have been in practice for a number of years and, given the current expense reduction needs of carriers, there are no r...
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ELECTRONIC RECORDS ADMISSIBILITY by Bill Wilson Are electronic records admissible in court? How long must records be retained? ...
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IMAGING: A POWERFUL TOOL TO INCREASE PRODUCTIVITY by Sharon Cunningham Use these guidelines to implement a comprehensive imaging system. Many agencies are testing ...
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IS YOUR BUSINESS DELIVERING OUTSTANDING SERVICE? by Emily Huling Most agencies want it, but few are successful at achieving it: consistent delivery of outstanding customer service. Organi...
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Most agencies are automated, some even using their second or third generation of automation. Many agencies load their policy data into the system, interface with their carriers and rarely access their paper files. Few agencies, however, are taking advantage of a well-managed client database. Gathering meaningful data that you can regularly manipulate is the key to successful database management.
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PAPER FILES: ARE THEY WORTH THE TROUBLE? A TRANSACTIONAL FILING COST-BENEFIT ANALYSIS What is transactional filing? Transactional filing is a method of filing paper documents b...
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SELLING INSIGHT: GROWING PAINS by Sharon Cunningham The number of large agencies is increasing, making changes in management practices more important than ever. In this document, Sharon...
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THE AGENCY DATABASE by Tripp Leach Are your computers a fundamental part of your agency or just desk ornaments? Do they provide you with a competitive edge or a convenient excuse? Do they ad...
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THE SYNERGY OF SUCCESS by Annie Knox In todays competitive environment, how can your agency harness the synergy of success? Annie Knox explains that the success or failure of an organizat...