Dispelling the myths of electronic filing
By Ted Baker
Advanced Automation / Dallas, Texas
Agent & Broker Online
"(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..."
I found this article on electronic filing to be extremely helpful, especially in its clarification on the differences between "electronic filing" and "going paperless." I hope you find it helpful as well! -Karen, AVRECO
Advanced Automation / Dallas, Texas
Agent & Broker Online
"(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..."
I found this article on electronic filing to be extremely helpful, especially in its clarification on the differences between "electronic filing" and "going paperless." I hope you find it helpful as well! -Karen, AVRECO

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