Throughout the years, I have had the opportunity to meet hundreds of insurance agents from all over the Country.
They all find themselves in different places in the technology spectrum.
Some agencies pride themselves in using the latest technology to be more efficient and more productive.
They have embraced the “cloud” and social media.
Other agencies fall a little lower on the technology scale, yet they are somewhat successful.
These agencies use an agency management system, although not fully. They have a website, and that seems to be the extent of their Web presence.
Many have imaging and electronic filing capabilities, yet some do not use it.
The most common excuses I hear are:
- I don’t have time to scan in all of these documents.
- There are too many files.
- I know I have to do it, but where do I start?
- I have to keep these files for five years.
My least favorite things in the universe are excuses! They stop your business from reaching its potential.
If you have been contemplating becoming paperless, and maybe thought of one of the excuses above, I have good news for you.
Here is a successful and proven best practice to finally get years of paper files into your agency management system.
Once a month, most agents review a certain number of files to prepare for the renewal process.
Why not scan those files, at the time of renewal? You already have access to the files. So, take an additional two minutes to scan in those files.
In twelve months…poof, your paper files are gone! This solution, will allow for an organized systematic process, that won’t over burden you and your staff.
It may have taken several years to accumulate all that paper, but it will only take one year to make a great step towards agency automation.
The benefit of this will be a better customer experience, more productivity and higher efficiency.
