National Alliance Issues Agency Automation Guide

March 28, 2007

Austin, Texas-based The National Alliance Research Academy announced it has published a new study, The Paperless Agency: Transformation through Innovation, which focuses on front-end scanning and shows how to use this process to increase agency efficiency.

Author Robert E. Dunn III has 20-plus years of insurance experience and automation expertise, which he drew upon to help show agencies how to transform their organizations and pave the way for further innovation. The Academy supplemented the author’s analysis and procedural steps with the survey results of 240 independent insurance agencies that are currently using scanning and imaging.

Of the agencies using imaging in the Academy survey, 16 percent have used imaging for less than a year. Over half, 54 percent, have used it for just one to three years.

The Paperless Agency spells out both the benefits and drawbacks of using imaging and also includes information on when to scan and who in an agency should do it for utmost efficiency. The book also describes how to use the front-end scanning process. Chapter topics include:

Why Use Front-end Scanning
Project Management Steps
Using Your Agency Management System
Best Practices
Scanning Procedures

For more information go to: www.TheNationalAlliance.com/publications.

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