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... with an automation/information system (A /I System) should take a careful look at transactional filing; using the system to track and file all customer documents by transaction date rather than alphabetically. Transactional filing can eliminate the investment in time, money, and energy needed to maintain a fully integrated customer database and its mirror image in paper. An agency that fails to accept the electronic file as the primary-if not the sole-source of customer information is condemning itself to the double work syndrome. BY WAY OF INTRODUCTION In early 1984 I ... ? Company Audits Since paper has not been destroyed, it is possible to retrieve policy information that might be required by a company audit. It will be a slower and more arduous task than pulling traditional files. Perhaps this would be a good job for the company auditor. Saving Transactional Files How long do you need to keep transactional files? How about 25 years? That's what one agency told me. Why not throw out declarations pages away as soon as they Are processed? That's what another agency does. I prefer the ... choice. You will need to make the decision. But, generally speaking, transactional files can be purged using a rule similar to the one employed for your dead' files. Another advantage to transactional filing is that it provides a perfect index for all of your files. I didn't have such an index with my old paper dead' files. MAKING THE TRANSACTIONAL TRANSITION If your agency is committed to maximizing its automation investment, and assuming your system adequately supports transactional filing, you may be ready to make the move. There's ...

...he investment in time, money, and energy needed to maintain a fully integrated...