The Independent Agents & Broker of America has published anew version of "Best Practices Guide to Agency Business Processesand Information Management." This replaces two earlier guides.
|The guide allows agencies to self-assess their technology,management support, workflows, agency/carrier interfaces, Real-Timeutilization and client focus. It provides guidance to move to thenext level of agency workflow and gives steps to implement acomprehensive information storage plan for all forms of media anddocumentation.
|This guide is a result of collaboration between the Big "I"Agents Council for Technology and Council for Best Practicesworking with agency workflow consultant Laura Nettles. Designed tobe used electronically, it is available at www.independentagent.com/act.
|For more information, visit www.independentagent.com/.
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