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Computerized Records: New E&O Concerns?
COMPUTERIZED RECORDS: NEW E&O CONCERNS? Over...to summarize the major recommendations and findings of its legal counsel. The ...

...s make the initial investment in computer technology, but don’t change t... that serves insurance agents, brokers and companies, as well as financial ins...

...producers, who usually aren’t as computer friendly as CSRs. Producers resent ...e which documents to scan, and what hardware you’ll need. Depending on your s...

...ur agency automated? If so, what computer hardware do you have?   ... 3.4 Consultation-Our staff and individuals recommended by us will ...

... pulling paper files, as well as computer files, and transcribing the same inf...res an agency to commit both resources and time. But the rewards in increased productivity, higher profits, and happier employees will be well worth the time and effort.

... and points out the legal differences from paper records. Conclusions in Legal Review Steptoe & Johnson found that the courts generally regard computerized records to be as reliable as paper records. In fact, federal and state courts have tended to relax the requirements for authenticating and admitting computer records into evidence. However, these requirements, as will be described later, differ from those for paper records. Other conclusions: 1. Federal and state courts maintain a high degree of consensus about standards for the admissibility of computerized business records. There are ... concern unless the opponent in the case has produced evidence of improper manipulation. In most jurisdictions, no initial burden is put on the proponent of the records to show security. Another issue one might believe important to the courts is the design performance and reliability of the hardware and software systems. However, testimony on the technical features of systems is seldom viewed as a condition for admissibility. The courts' primary concerns have been the accuracy of input procedures in processing. While these concerns are no different from those applicable to paper records ... the specific testimony needed is generally broader in scope and detail. Any employee having knowledge of the procedures to create and use the record can be a qualified foundation witness. It is more important for the witness to have direct familiarity with the entry process than to have detailed knowledge of the inner workings of computers. Also, as with paper records, it must be shown that the business relied on the computer records' accuracy. What are the differences between paper and computer records for the admission of evidence? Primarily, proof of ...

...e. Missy will be responsible for computer system operation and troubleshooting. HUMAN RESOURCES ... Groups Business travel, local and regional Cruise Newletter

... is so important that everyone will receive regular training. YOU DON'T GAIN EFFICIENCIES BY AUTOMATING BAD PROCEDURES In many agencies, automation has done little to create efficiencies. It's simply superimposed over already inefficient procedures. Employees are still maintaining and pulling paper files, as well as computer files, and transcribing the same information into various formats and systems. Most systems today give the agency staff the ability to use the electronic file as the primary file, to handle a transaction while the customer is on the phone, and to send and receive ... document, Sharon Cunningham discusses issues of installation, training, procedures, and management of automation systems to help you get the most out of your investment. During the past several years, most agents and brokers have made large investments in automation and now have more powerful hardware, as well as enhanced software. Most have also added e-mail, desktop faxing, Microsoft products, and Internet access to their automation resources. Their financial investment has enabled the industry to interface with carriers and provide a more professional level of service to customers. ... hasn't, however, produced the paperless offices or created the efficiencies that were expected. The industry is still working with and relying on paper, duplicating information into various systems, and using cumbersome procedures. Most managers in the agency business are investing more dollars than ever on maintaining their automation systems, but not gaining the benefits they hoped for. There are several reasons why the agency system is in this predicament, including installation, training, procedures, and management of agency automation. AFTER SYSTEM INSTALLATION, THE AUTOMATION EFFORT MUST CONTINUE ...

...to enter this prospect into your computer database. The DAILY CALL SHEET prov...ain the appropriate information nation and keep your list constantly updated. ...