Imaging: What Are You Waiting For?
In an effort to better organize agents need for paper, the industry came up with a novel solution: Instead of filing our paper by client, we could drop file it by transaction date to coordinate with an activity on our agency management system. This so-called "t-filing" allowed us to better utilize our automation system but did little to reduce our paper accumulation.
Several years ago, a new technology started to interest those bleeding-edge agents. We started buying smaller imaging devices for each CSR so they could pick and choose documents that could be imaged. Some agents had a procedure; many didnt. Slowly but surely small amounts of paper became electronic and if the agency was brave enough, and really trusted its backup, that piece of paper would be discarded.
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