https://completemarkets.com/Article/article-post/235/E-O-Claims-Training-Remediation-After-The-Error-Or-Omission/
... imaging technology, and computer storage capacity have improved dramatically while costs have dropped, making this technology very practical for an agency. There are long-term benefits in improved productivity and space savings.
Scanning lets you finally eliminate paper client files. Even if you do so and go to transactional filing (TF), you'll be able to scan many original documents into your system and put the remainder into transactional files.
TF is good for such things as bulky agency copies of policies and legal filing on claims, which are date filed in a file folder for that specific date, with an activity indicated in the computer system client file, indicating where it is located. You'll seldom acc... E&O loss prevention seriously. Taking responsibility for improper or careless actions in an expeditious, ethical way will spe...
https://completemarkets.com/Article/article-post/476/Imaging-A-Powerful-Tool-To-Increase-Productivity/
...ng maintenance work and slashing storage space.
Customer information. All customer information that can't be stored in the paper file can be scanned for retrieval if needed. Examples would include all policies, endorsements, corre... user; so be prepared for resistance. Involving your staff early on to gain their buy-in and working together to address problems will go a long way to helping your employees make the transition to a more effective system.
https://completemarkets.com/Article/article-post/2008/TRANSACTIONAL-FILING-TAKING-THE-PLUNGE/
...ystems allow for almost unlimited storage and retrieval of past policy/coverag...ches that can reap the benefits from using this information. Transactional filing offers one such response.
https://completemarkets.com/Article/article-post/2352/Crisis-Management-Plan-Crisis-Impact-Considerations/
...acturing curtailed due to lack of storage space in the various manufacturing f... a company's ability to conduct its business. It is essential for ever business operating in a regulated field to have a system in place to assess the business's on-going exposure to such regulations and to...
https://completemarkets.com/Article/article-post/2026/HOW-TO-BUY-SELL-MERGE-OR-PERPETUATE-PART-VII/
...re business, even though only its storage area was used in violation of this law. The courts have also determined that the criminal forfeiture provisions of RICO are man... PLLC (Bellevue, WA), offers expertise in the legal aspects of agency evaluation, purchase, mergers, and business succession planning. You can reach him at (866) 498-000...