CA Auto paperwork retention

[JAM]

Just wondering what sets of signed docs does eveyone keep on file for auto policies in CA?

[SFOInsuranceLady]

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.

[SFOInsuranceLady]

Sorry....."toss" the originals.