CA Auto paperwork retention
Moderators: Josh, independent guy
CA Auto paperwork retention
Just wondering what sets of signed docs does eveyone keep on file for auto policies in CA?
Western commercial hub.
www.premieroc.com
www.premieroc.com
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- Insurance Journal Addict
- Posts: 72
- Joined: Thu Nov 01, 2007 8:25 pm
- Location: SFO
Re: CA Auto paperwork retention
Although our carriers are attempting to remain paperless, it is our agency that must keep hard-copy files on all of our auto insurance clients. We keep the original signed Acord (or company specific) application, Signed UM disclosure, Community Service Statement, any driver exclusion forms along with any other forms required (ie: copies of registrations, mvrs, good student certifications, and mature driver certifications). It will be great if they would let us scan and too the originals...but that hasn't happened yet.
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- Insurance Journal Addict
- Posts: 72
- Joined: Thu Nov 01, 2007 8:25 pm
- Location: SFO
Re: CA Auto paperwork retention
Sorry....."toss" the originals.