I am a one man band P&C shop and I am looking to become more paperless in regards to my applications, endorsements, etc.
What is the best way to go about this?
Should I get a good AMS to scan my applications to? If so what would you recommend that is not too expensive that will be backed up if something was to happen?
Do I still need to hang on to paper applicants if I have them scanned into this backed up system?
Thanks!
What is the best way to go about this?
Should I get a good AMS to scan my applications to? If so what would you recommend that is not too expensive that will be backed up if something was to happen?
Do I still need to hang on to paper applicants if I have them scanned into this backed up system?
Thanks!