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transactional filing
Articles tagged with transactional filing
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AGENCY PRODUCTIVITY LEVELS by Carol Hammes Every business needs to evaluate itself against others to gauge its level of success and to identify areas in which it can improve. This docume...
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BACKLOG! ARE YOU KEEPING UP? by Grace Bauer Does your office have a serious backlog problem? If you answered 'no' to this question, think again! Most of the offices I talk to every...
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FOUR WAYS TO CUT COSTS AND INCREASE PROFITS by Bill Schoeffler and Catherine Oak Theres more of an emphasis on watching expenses today in order to return a reasonable profit. Many owne...
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MANAGING AGENCY WORKFLOW: GETTING THINGS RIGHT THE FIRST TIME by Grace Bauer Getting things right the first time depends largely on developing a program to review and audit procedures on a...
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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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RETHINKING APPROACHES TO CUSTOMER SERVICE by Jack Fries You can distinguish your customer service from other 'ME TOO' agencies by dividing the paper processing and service functions. Whet...
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SAMPLE AGENCY BUSINESS PLAN
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THE TEN COMMANDMENTS OF CUSTOMER SERVICE by Al Diamond I. Do things right-every time.Of course everyone tries to process items correctly. Why do we need to be so absolute in this command...
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THE TOP 10 RULES WHEN SELLING YOUR AGENCY by Charles Watson Following these 10 Commandments can save you time, money - and hassles. If you'...
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TRANSACTIONAL FILING The use of transactional filing is not mandatory to the use of these procedures, but will provide efficiencies not found in the manual environment. When a procedure stipulates a ...