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...meetings online! And, to top it all off, we still receive snail mail — mounds ...y) to begin an effective documentation and follow-up process. Go for it.

...to have disastrous effects. Both my office and home are located near a rail li...I’m happy for all those agencies, of course, but I don’t suggest that you emul...

...agency automation requires changing office workflow, taking advantage of techn...this information. Transactional filing offers one such response.

... , and junk e-mails. Important data comes to us online, as carriers are not only downloading data, but also sending us policies and endorsements electronically. We receive newsletters and announcements online. We can even go to meetings online! And, to top it all off, we still receive snail mail — mounds and mounds of paper. This information overload has serious implications. Failure to respond to a client or carrier request can be harmful from both an E&O and a client service perspective. Information overload can cause us ... we place a lower priority on e-mails than phone calls. After all, since we trained our clients to call us, so we can train them to e-mail us too. However, clients seem to know that they should call us for the best response. Of course, this doesn't hold true with our carriers. E-mail is increasingly becoming the standard for communicating. BECOMING MORE EFFICIENT How can we process e-mails and phone calls more efficiently? Create standards for completing insurance transactions based on the type of transaction (certificate request, process ... , additional information request, etc.) instead of the source of the request (phone, e-mail, etc.) . It shouldn't matter how a client or carrier makes a request. Our role is to be able to respond to any request; Identify high-priority transactions and complete them first; and Set guidelines for handling all requests, regardless of the source of the request. SAMPLE WORKFLOW GUIDELINES Items one and two above are easy to define. But item three is a challenge. Consider creating workflows for priority transactions (as ...