Tague Alliance offers our members access to management systems that allow client documents to be scanned or files attached directly to the client within the management system. If you are an independent insurance agent who is not currently paperless you should seriously consider making the switch from paper files.
The switch is not extremely expensive as you only need a decent scanner (scans at least 30ppm with sheet feeder) and a management system that allows you to attach files directly to the client. Look into the Fijitsu and the Evolution client management system.
There are many reasons beside efficiency to be paperless. With an online based management system with client documents attached you reduce potential E&O issues with date and time stamping, tracking of who is doing what on client files, no worries of fire destroying paper files, and your data is backed redundantly without you having to manage a server.
Remember, as an agency owner you need to look for every way possible to drive efficiency in your organization with the goal of continually improving your bottom line profit. Tague Alliance offers our members help with these types of issues. Call or email us if you are interested in these types of insurance agent resources.
Tague Alliance is a SIAA master agency with 52 member agencies.
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