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#038 – Document Management: When To Store And When To Let The Carrier Handle It
In this episode of The Digital Broker podcast, Steve and Ryan discuss document management and what accounts for so much of its complexities. They provide solutions for your agency, including what you should and shouldn't store, how long to store documents, and how carriers can even take off some of the load for you.
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By Indio Technologies, Inc.
4.9
3737 ratings
In this episode of The Digital Broker podcast, Steve and Ryan discuss document management and what accounts for so much of its complexities. They provide solutions for your agency, including what you should and shouldn't store, how long to store documents, and how carriers can even take off some of the load for you.