Protecting Your Client’s Information

Protecting Your Client’s Information

Insurance work typically requires a lot of a client’s personal information in order to create policies, process claims, and payout reimbursements. Private, financial data is craved by malicious parties on the internet and they go to great lengths just for a chance to...
Record-Keeping Standards That Must Be Upheld

Record-Keeping Standards That Must Be Upheld

Few industries come under as much scrutiny from government and industry oversight than insurance. Compliance is a major concern and something that all providers, agents, and brokers need to stay on top of and constantly maintain. There are many facets to compliance,...
Automate Your Record Keeping: Agendas & Minutes

Automate Your Record Keeping: Agendas & Minutes

Agendas and minutes for meetings are crucial for running productive, public meetings where things get done, rather than unstructured, shouting matches between parties. Crafting an agenda, listing all the action items and other topics that need discussion, sets the...
Secure Your Public Communications

Secure Your Public Communications

Handling public records requires great care. Public records are public property, but it doesn’t necessarily mean that all public records are subject to public disclosure. When sharing records with other agencies or authorized individuals, it’s important to use certain...
Admin Tools to Stay in Control

Admin Tools to Stay in Control

As the department head, it’s your responsibility to stay in control of your office’s records and ensure that everyone is using your team’s document management system responsibly. Document management software is a highly useful tool but if used improperly without...
Using DMS To Recruit The Best Talent

Using DMS To Recruit The Best Talent

A major part of HR is recruiting and keeping the best talent for your company. Hiring can be very document heavy, as is the performance review and appraisal process. In order for you to make smarter hiring and retention decisions, you need documentation to inform you...