As carriers "turn off" paper documentation and replace it with electronic information, agents and brokers are confronted with a new set of workflow challenges that can set back agency efficiency significantly unless carriers take specific steps with regard to the electronic information they provide to their sales forces.This is a conclusion of phase two of a report published by the Agents Council for Technology, a partnership of independent agents, companies and technology vendors, user groups and associations dedicated to enhancing the use of technology.
Because of the importance of this paperless trend to agency workflow, the ACT, which is affiliated with the Independent Insurance Agents & Brokers of America (IIABA), Alexandria, Va., created a work group to develop recommendations for carriers, agents and vendors.
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