This article was adapted from Ms. Nettles' presentation at the AMS Users Group meeting, which was held in March in Grapevine, Texas.)
Increasingly, agents are using laptop computers as their portable offices. If you've ever checked your e-mail while attending a conference, plugged in from your hotel room or tried to access company or client information while making a sales call, then you know you need an Internet connection to do so, but don't forget that you also need a document management system. If mail is piling up in your office, rather than being scanned into your system, and your policies are not available to you online, then you can't do much to serve your customers, even with a laptop.
As a consultant, I help independent insurance agencies nationwide establish effective workflow and document management practices. In this article, I will focus on four key document-management elements: processing carrier documents, using e-mail and attachments efficiently, documenting electronic files and scanning.
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