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Paperless: Electronic-Policy-Delivery-Article ACT's mission is to bring the stakeholders in the independent insurance agency distribution system together to advance the use of the most effective business processes, practices and technologies, in order to enhance productivity, service, marketing, sales and security.
Electronic Policy Delivery -- A Game Changer
by Susan LaBarre, CPCU, AU, AIM, PMP
This article discusses how electronic policy delivery from carrier to agent, as well as from carrier or agent to insured, can heighten efficiency for both agents and carriers and create improved agency and customer experiences. The article summarizes the recommendations of ACT’s Policy Delivery Work Group and provides helpful guidance to both agencies and carriers as they make the transition to electronic policy delivery. Following ACT’s recommendations will promote more consistency in how carriers deliver policies to their agencies electronically, and what is included in those policies.

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