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... 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 ... , 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 ... incorporate these transactions seamlessly. Determine what information to scan, who should be responsible for scanning the information, and provide guidelines for items that must be scanned. Start small, especially if you have no experience with imaging. Target one department and test imaging there before moving to another department. As an agency adopts imaging, there always will be a cultural impact on the 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 ...

... 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 ... 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 ... insured's file now goes to an electronic folder marked with the date of the transaction. To review a file, you go into your computer system and examine the various transactions, with each showing the date that it was requested, handled, etc. &# 160 The benefits of transactional filing include: &# 160 With the proper training to ensure that the staff understands the system/concept, morale is almost always enhanced. Think about it. Would your attitude be different if you came into work and there were no files ...

...ake care of priority items before moving on to the backlog items. However, we ...y) to begin an effective documentation and follow-up process. Go for it.