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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.

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