Digitizing docs for personal and commercial lines
I'm at a captive agency with an owner that hasn't upgraded much of anything.
For the personal side, he uses the company Salesforce and then direct for any outside of the company. For commercial, same thing.
Specifically for commercial...when it comes to providing companies with a COI, we just copy what's required to the new ACORD and send it off. If you don't see the problem, the problem is that no one really knows the correct numbers, even the owner.
It's difficult to put into words, but I'll try: what tool is available that would make it easier to locate clients and find their exact coverages. Ignore the fact they may have cancelled prior to their renewal date and we, for whatever reason, are unaware of that cancellation. What I'm envisioning is that there is an internal website/tool that would show the current coverage.
I think it comes down to reducing manual work as much as possible. As someone who is new tot he industry, I don't know what tools are truly available...and certainly the owner doesn't either.