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Dispelling the myths of electronic filing

The following article was adapted from Mr. Baker's presentation at the AMS User's Group convention, which was held in April in Nashville, Tenn.) IN MY 25 years in the insurance industry (in addition to being a consultant, I confess I'm also a

By Harmony Nicole Fortenberry | Updated on May 31, 2005

The following article was adapted from Mr. Baker’s presentation at the AMS User’s Group convention, which was held in April in Nashville, Tenn.)

IN MY 25 years in the insurance industry (in addition to being a consultant, I confess I’m also a recovering producer), I’ve worked with many agents and brokers seeking to improve their workflow. New technology is often an important part of the effort. To improve workflow, however, agencies must analyze their workflow before making technology decisions. They must also realize what technology can and cannot do.

Some of the most frequent questions I get from agents and brokers these days are about electronic filing. Agencies want to know if they should adopt it, how to start, what technology they need, what the benefits will be and if they’re doing it right. I’ve found that a big part of helping agencies set up a proper electronic filing system is to clear up their misconceptions about what they will achieve and how to achieve it. In this article, I’ll discuss some of the most prevalent myths of electronic filing.

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