Paperwork, paperwork, paperwork!

Nov 25, 2018

  1. AboutThatLife
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    AboutThatLife Guru

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    Ok, so insurance companies will tell you that you need to keep paper copies of everything they send you for 5 years or so.

    But let's be honest, what are you guys keeping and what are you throwing way?
     
  2. DHK
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    DHK "YOU CAN'T HANDLE THE TRUTH!"

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    Any company saying you have to keep PAPER copies... is too outdated.

    I keep everything paperless. If it was paper, I scan it in and shred the paper - unless there's a specific reason I feel that I should keep the original.
     
    DHK, Nov 25, 2018
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  3. Delta75
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    Delta75 New Member

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    I have a paperless office and my desk is full of paper. Go figure.
     
    Delta75, Nov 30, 2018
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  4. DHK
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    DHK "YOU CAN'T HANDLE THE TRUTH!"

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    It's good to see you around Delta75!
     
    DHK, Nov 30, 2018
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  5. Delta75
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    Delta75 New Member

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    It's been a while.
     
    Delta75, Nov 30, 2018
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  6. Philip Russell
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    Philip Russell Expert

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    SCOPES- if not hosted on the carrier page or portal will definitely need to be saved. if they ask for any of that paperwork and you cant supply it, it could be mean your renewals.
     
  7. Sean OHara
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    Sean OHara New Member

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    There are even apps available that will scan for you like adobe scan. Love that app.
     
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