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Best Practices Guide to Agency Business Processes & Information Management

The revised guide incorporates Real Time and other new workflows to help achieve a fully electronic and client focused agency. ACT, the IIABA Council for Best Practices and Nettles Consulting bring you this practical and comprehensive tool which not only guides you on what should be done, but provides you the practical steps on how to get there, including detailed property casualty and benefits workflows and reference guides for categorizing and retrieving electronic information for each type of transaction. Download the guide, review the Forward and Executive Overview to understand how to use the guide and then use it electronically so that you can take advantage of its numerous links from each subject in the Table of Contents, as well as throughout the guide.

Click here for guide.

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​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

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