"Has anyone seen the Peterson file?" You must have heard that question-or one just like it-coming from a corner office hundreds of times. "I think it's in underwriting," someone yelled back. The administrative assistant got up from his desk. He knew he was going to have to find the file, see what has been done-and what hasn't-and report back. Thankfully, those days are gone.
Or are they?
If your company isn't using workflow tools, you may still be wondering where files are and what's in them. Even worse, your company is waiting for everyone to get their fingers on the file before it can do what it does best: issue a policy and start collecting premiums.
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