Like most agencies, we made a lot of mistakes when we first began scanning documents six years ago. Perhaps you might find our experience instructive. After several false starts, we decided to analyze our agency's optimum workflow. We explored the

Sometimes technology surprises us by offering benefits we may not have realized it provided, such as additional uses for existing software programs or innovative ways to manage workflow. That happened at our agency just last month, when our virtual

The main reason for operating any kind of business--including an insurance agency--is to generate profit. While agencies play an important role in society and in our country's economy, their primary purpose is to make a profit and

As the peak of hurricane season approaches, the insurance community is holding its breath, wondering what the coming months will bring. Everyone seems to agree that the best protection against disaster is an effective preparedness plan--one that

As the peak of hurricane season approaches, the insurance community is holding its breath, wondering what the coming months will bring. Everyone seems to agree that the best protection against disaster is an effective preparedness plan--one that

The pioneers of transactional filing recognized that their agency management systems could be used as the sole source of client information and that a conventional filing system was no longer necessary. They didn't view t-filing as a goal in

Two months ago, our agency's server crashed the day before we intended to replace it. Over the next eight weeks, as we restored all our users' settings and profiles, we received a steady stream of service invoices from our technology

Two months ago, our agency's server crashed the day before we intended to replace it. Over the next eight weeks, as we restored all our users' settings and profiles, we received a steady stream of service invoices from our technology