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...l by typewriter. What a waste of valuable time, when all the agency had to do ...

...nies the cleaning and storage of valuable fur items. Award for the plaintiff (...table). He did, however, teach us a valuable lesson: Pack your own parachute t...

... many ways, including by carrier and by year. Licensing. Maintaining agency and individual licensing requires a well-organized paper filing system accompanied with some type of tracking system. With imaging, the forms can be organized easily and e-mailed to the appropriate individuals for completion and electronic signature. Disaster recovery. Maintaining all records as image files and maintaining backup ensures that a physical or natural disaster won't destroy the agency's valuable files. Employee benefits. This department is a logical place to scan files, as so much of the employee benefits information can't be entered into the agency management system. If you're thinking of implementing scanning, follow these guidelines: Select an implementation team that knows the business side, as well as technology. Have the team review your written procedures to determine how scanning will change the workflow. ... . Many agencies are testing imaging as a tool, while others have implemented it throughout their offices. Still others sit on the sidelines, unsure of how or where to implement this new technology. To gain the greatest benefit from imaging, you need to implement it throughout the agency, in every possible area. Agencies reaping the most gain are using the technology to go paperless. That means no paper file at all. Although producers often have difficulty adjusting to this new way of working, once they use it for a while, they find that it's not that difficult. Customer service representatives, accounting staff, and marketers find that imaging streamlines their workflow significantly and allows them to take on more work. Here are some of the areas in which agencies use imaging: Marketing. In the ...

... efficiency. Many of the new transactional filing systems have been enhanced with built-in suspense features. Remember, there's no file to put suspense items in. The system can store various checklists that have been used to evaluate the exposure, any correspondence from insurance companies and insureds, as well as letters from the agency. Because these records are stored by date, no one can change the date — a valuable feature in the event of an E&O claim. &# 160   On the downside, many employees I spoke with said that they're reluctant to give the system a fair chance because they didn't understand it. Be sure to communicate to your staff the objectives of transactional filing, and provide them with the necessary training, as well as answers to their questions ... #160  by Curt Pearsall &# 160 Many agencies largely misunderstand transactional filing, even though it can have a significant impact on their E&O exposure. This article by Curtis Pearsall will focus on the potential impact of agency automation on E&O claims. &# 160 &# 160 Going back to the late 70s and early 80s, I can remember a slogan "Paper free in 83." Many would argue that we're worse today than before. Yet for many agencies, the move to transactional filing has been a giant step forward. Essentially this technology involves the elimination of paper files. Paper that would normally be included in an insured's file now goes to an electronic folder marked with the date of the transaction. To review a file, you go into ...

...nfluence prospecting can be an invaluable recruitment technique. Many agents s...ccepted or rejected. This will be invaluable if an applicant later charges tha...

... What'S Next?4/30/2013 10:41:58 PM by CompleteMarkets Editor , Maribeth Kusmeski This content has not been rated yet. SOCIAL NETWORKING: WHAT'S NEXT? by Maribeth Kusmeski You've spent the time and effort to develop your social media sites – -now what? The premise of social media is to present something of value to others in your social network. "Valuable content" is something that clients and prospects: Find interesting or informative Deem worthy to take the time to read or view Want more of and thus will follow you to see what's next Will pass along for others to see So where does all of this great, valuable content come from? Do you have to be a prolific writer or hire someone that is? How difficult will it be ... news is that there are solutions to the continual release of valuable content. If you're an insurance agent or financial advisor, the easiest way to add new content to your social media presence consistently is to consider using compliance-approved content available to you through your firm. Often there are various materials that you can literally take "off the shelf" and use. Such items might include pre-written articles, white papers, seminar presentations (from which you can extract content), and pre-written newsletters. You can also find libraries of financial services content through such services like Forefield.com. However, probably the most powerful content comes when you write it because it has your voice and tells something about you –clients and prospect want to know what you think! If you write three or four paragraphs a ...

... E-mail users use lots of abbreviations (not everyone can type 200 words a minute) and other funny characters (" emoticons") . These are two of the more common examples-"BTW" is the equivalent of "by the way" and : -) is a happy face or smile (turn your head to the left.) The goal of the CompleteMarkets editor is to bring valuable content to the CompleteMarkets members. Providing content to insurance professionals to enhance their sales process, increase revenue streams, understand their clients and provide value to their agency. Login or Register (for FREE) to gain access to thousands of other great articles. Need more reasons to join? Need insurance for you, your business or your family? Get quality appointments - Save yourself a whole lot ... away the computer printer. Why? Because, every time I send an E-mail out to a large group, a third of the group will print the message even before reading it, a third will read it and then print it, and only the last third will simply read and delete it. One of the goals for E-mail usage is to eliminate (or greatly reduce) the shuffling of paper. But what chance is there of this occurring if a significant number of people print every message they receive? I'm not saying that it's never appropriate or necessary to print a message. I'm saying that too many messages are printed for no reason. Worse, a lot are printed and then never retrieved from the printer. Unless you have a very primitive E-mail system, it probably has some ...

... from vehicles to billboards. Newspapers and advertising papers abound. Radio and TV beam us up. Phon...

...s in your social network. “Valuable content” is something that cli... include pre-written articles, white papers, seminar presentations (from which...

...ize the quality of their academic papers and other coursework over obtaining h...with completing your assignments and papers, it may be advantageous to contemp...