Maintaining Policies Locally in Today’s Agency and Emailing Policies to Clients This article provides guidance on these two frequently asked agent questions: which policies should I continue to store locally vs. accessing them on the carrier website; should I email policies to willing clients rather than sending paper copies? The article also encourages the industry to use available real-time technology to transmit policies to agencies electronically and to assist them in providing secure client portals on their websites.
Latest ACT Agency Improvement Tool
Newly revised Best Practices Guide to Agency Business Processes and Information Management is now available incorporating Real Time and the other latest workflows for achieving a fully electronic and client focused agency. ACT, the IIABA Council for Best Practices and Nettles Consulting bring you this practical and comprehensive tool which not only guides you on what should be done, but provides you the practical steps on how to get there, including detailed property casualty and benefits workflows and reference guides for categorizing and retrieving electronic information for each type of transaction. Download the guide, review the Forward and Executive Overview to understand how to use the guide and then use it electronically so that you can take advantage of its numerous links from each subject in the Table of Contents, as well as throughout the guide. Click here for guide.
Roadmap to Effective Agency Information Management
This article provides a good overview of ACT’s new product The Best Practices of Agency Electronic Information Management. click here
Turning Off the Paper to Agents Phase Two Report
The trend is for carriers to provide agents with electronic information and discontinue sending the paper policy information. This report takes a close look at the workflow and procedural issues agents and carriers face when the paper is turned off. It is hoped that the carriers will heed the recommendations so that the changes work efficiently for their agents and brokers. The work group’s Phase One Report is attached to this report, because its recommendations continue to be very important for the parties to take into account.
Improving Agency Workflows when Carriers “Turn Off the Paper”
This article highlights the findings of ACT’s newest report which helps agents adjust their workflows when their carriers turn off the paper and provides carriers with several recommended actions to take so that the change works efficiently for their agents. click here
Agency Case Studies
For more information, please contact Jeff Yates, ACT Executive Director.
ACT is a partnership of independent agents, companies, technology vendors, user groups, and associations dedicated to enhancing the use of technology and improved work flows within the Independent Agency System.