Paperless Agency? Do You Keep Signature Pages?

May 20, 2016

?

Do you save hard copies of signed documents that have been scanned into your management system?

  1. Yes

    8 vote(s)
    61.5%
  2. No

    5 vote(s)
    38.5%
  1. lhpgators
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    lhpgators Expert

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    Is your agency paperless? Once scanned, how many of you save a hard copy of the paperwork? I really don't see the need to save scanned documents, but I can't make myself throw them away. All my documents are saved in our agency management system and uploaded to carriers.

    So I'm curious to see how many of you keep hard copies of scanned documents.
     
    Last edited: May 22, 2016
  2. agentinsouth
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    agentinsouth Guru

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    Save to Dropbox and then I save to the mgr. system
     
  3. lhpgators
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    lhpgators Expert

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    So you don't save a hard copy?

    I like the idea of saving it in two different electronic files (dropbox and mngmt system).
     
  4. Heather
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    Heather Guru

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    Save hard copies, I had a carrier request one once after a claim. Luckily I had it to mail in. Never toss out anything to do with Medicare, I am told they can request originals for up to 10 years.
     
    Heather, May 21, 2016
    #4
  5. Todd King
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    Todd King IMO/FMO Owner

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    How did you send it to them? Did you mail, email, or fax?
     
  6. agentinsouth
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    agentinsouth Guru

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    Esign.... I did not know that people still faxed or mailed apps??
     
  7. wfs
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    wfs Guru

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    I keep a scanned or PDF copy of everything in a client folder, which is backed up using SugarSync and synced on every one of my computers instantly. Hard drives are encrypted.

    Even for eApps... I go into ipipeline and save a copy of the eApp locally. It makes it easier for me to refer to in the future without logging into any website.

    Every piece of paper is cross-cut shredded...
     
    wfs, May 23, 2016
    #7
  8. 1manshow
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    1manshow Guru

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    ditto the shredding....another cost of being paperless:skeptical:
     
    1manshow, May 23, 2016
    #8
  9. marindependent
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    marindependent Guru

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