X

Thank you for sharing!

Your article was successfully shared with the contacts you provided.

Every insurance agency contends with plenty of paper. Typical documents include letters, reports, claims, referrals, scans, e-mails, standard forms, contracts and messages from phone conversations. The trouble is that much of this client information-along with related documents-is stored in different files and folders sitting in space-hogging filing cabinets. Too often in paper-based systems, important documents are misplaced or simply not quickly and easily accessible.

The cost and time wasted filing, retrieving and storing paper documents create inefficient processes. Insurance agencies could better deploy their time and money on building the business instead of managing paper piles or even isolated silos of electronic documents residing in unstructured directories across multiple C drives.

Want to continue reading?
Become a Free
PropertyCasualty360 Digital Reader.

INCLUDED IN A DIGITAL MEMBERSHIP:

  • All PropertyCasualty360.com news coverage, best practices, and in-depth analysis.
  • Educational webcasts, resources from industry leaders, and informative newsletters.
  • Other award-winning websites including BenefitsPRO.com and ThinkAdvisor.com.

Already have an account?

PropertyCasualty360

Join PropertyCasualty360

Don’t miss crucial news and insights you need to make informed decisions for your P&C insurance business. Join PropertyCasualty360.com now!

  • Unlimited access to PropertyCasualty360.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including BenefitsPRO.com, ThinkAdvisor.com and Law.com
  • Exclusive discounts on PropertyCasualty360, National Underwriter, Claims and ALM events

Already have an account? Sign In Now
Join PropertyCasualty360

Copyright © 2020 ALM Media Properties, LLC. All Rights Reserved.