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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 ... in a central file for reference by everyone. Carrier-specific forms or non-standard forms can also be scanned for easy access and even set up as templates. Claims. The claims department can scan legal documents, including summons and complaints, client or company correspondence, and other records that must be retained. Agencies with loss control consultants or claims management staff would also scan their reports and have easy online access to policies. In this area, as in others, it's important to evaluate what you need to keep before scanning it. Account ...

... 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 ... 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 ...

...nies the cleaning and storage of valuable fur items. Award for the plaintiff (...nt is that it should exist. Innovation and creativity have no place in the she...

...d gifts are perceived to be more valuable. They go beyond just giving somethin...uct is to actually promote the company and its products and services. In the final analysis, it...

... Request copies of articles and papers written by the consultants. Although ...onclusion of the study all information and work generated during the project. ...

...ever run an ad once and expect a valuable result. The extent of marketing and advertising and the number of repetitions is a function of cost and expected results. It’s hard to determine the number of repetitions and iterations of a message needed to moti...hat the ads worked because his friends and clients saw and commented on them. They remember th...

... from vehicles to billboards. Newspapers and advertising papers abound. Radio and TV beam us up. Phone books, direct mail, place mats at fast food outlets, and pens all pass us a message. Stores have banners, displays, and promotions, and every single product has a label, wrap...al of attention in the next few years, and we want to be positioned to have pe...

...ge for some of the agency's most valuable employees. WHERE SHOULD PRODUCERS BE...ard the way you've always done things, and have some fun. You can make the pla...

...allowing us to provide this most valuable coverage for you and your ______. Our goal is to provide y...noted in the customer's computer file, and filed.

... payment, but the expenditure of valuable management and sales time to fight the battle can be ...dures that will treat customers fairly and respect their intelligence and decision-making capabilities. Keep them informed of good news and bad in a timely manner. And meet their needs with courtesy and professionalism. A satisfied insure...