The Independent Agents & Broker of America has published a new version of "Best Practices Guide to Agency Business Processes and Information Management." This replaces two earlier guides.

The guide allows agencies to self-assess their technology, management support, workflows, agency/carrier interfaces, Real-Time utilization and client focus. It provides guidance to move to the next level of agency workflow and gives steps to implement a comprehensive information storage plan for all forms of media and documentation.

This guide is a result of collaboration between the Big "I" Agents Council for Technology and Council for Best Practices working with agency workflow consultant Laura Nettles. Designed to be used electronically, it is available at www.independentagent.com/act.

For more information, visit www.independentagent.com/.

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