Using The Technology for Office Efficiency

Introduction to Batch Filing The Steps to Batch Filing Using the Calendar Using Instant Messaging Q & A Agenda Using The Technology for Office Efficiency A District 07 Training Program

Batch Filing is not a “paperless” system. Both Farmers Insurance and the Texas Department of Insurance require that certain documents be retained on file. Using The Technology for Office Efficiency A District 07 Training Program Introduction to Batch Filing…

Using The Technology for Office Efficiency A District 07 Training Program It is a time saving system of filing by date rather than by name. You will document each transaction in one central location and then file the corresponding paper work by that date.

Example... Using The Technology for Office Efficiency A District 07 Training Program You complete a new auto application in APPS, the insured signs the various forms, such as memorandum of insurance, PIP, etc. You create a new Household in ClientVision, enter the information about the transaction and record the transaction date (batch file date).

Example... Using The Technology for Office Efficiency A District 07 Training Program Then all the papers are stapled together and placed into a file folder which is dated with the batch file date. When you need one of the forms, you check ClientVision for the batch file date and go to that folder to retrieve the documentation.

Benefits of Batch Filing... Using The Technology for Office Efficiency A District 07 Training Program Time Saver - No filing by name Up to date - Anyone can know at any time what has been or what is currently going on with an insured Marketing - Each time a client calls or visits your office, you can see ALL the policies on the client in one place. You can ask the client for an appointment for other lines of business

Benefits of Batch Filing... Using The Technology for Office Efficiency A District 07 Training Program Reduced clutter - Only 1 file per business day to handle Fewer file cabinets - You can retain several years of batch files in a single file cabinet With no files to pull, you can focus on service and marketing when you help your clients

A business day example... Using The Technology for Office Efficiency A District 07 Training Program During one business day, you processed 25 service activities for existing clients and entered 3 new auto policies. In the paper filing system, you handled 28 separate file folders with various pieces of paper.

A business day example... Using The Technology for Office Efficiency A District 07 Training Program In the batch filing system, you enter all the information into ClientVision. You place ALL the paperwork that you must retain into 1 folder for all the work completed on a given day.

A business day example... Using The Technology for Office Efficiency A District 07 Training Program Instead of handling 28 file folders, you only have to handle 1. Instead of having to get up, go to the file cabinet, you look in ClientVision for the information you need.

Other benefits... Using The Technology for Office Efficiency A District 07 Training Program For your clients - faster service with fewer errors For you - improved efficiency and a noticeable gain in your skills For your office - You will have a major advantage over those offices that do not use the technology

Using The Technology for Office Efficiency A District 07 Training Program The Manual

Using The Technology for Office Efficiency A District 07 Training Program The Steps...

Using The Technology for Office Efficiency CV Page Step 1

Using The Technology for Office Efficiency CV Page Step 1

Using The Technology for Office Efficiency CV Page Step 1 A Printed Report

Using The Technology for Office Efficiency CV Page Step 1 A Printed Report

Using The Technology for Office Efficiency CV Page Step 1 A Printed Report

Using The Technology for Office Efficiency CV Page Step 1 Combines & Splits

Using The Technology for Office Efficiency CV Page Step 1 Change Household Data

Using The Technology for Office Efficiency CV Page Step 2 Adding Dependents

Using The Technology for Office Efficiency CV Page Step 2 Adding Dependents

Using The Technology for Office Efficiency CV Page Step 2 Adding Dependents

Using The Technology for Office Efficiency CV Page Step 2 Adding Other Policies

Using The Technology for Office Efficiency CV Page Step 2 Misc. Policy Update

Using The Technology for Office Efficiency CV Page Step 3 Adding New HH / Policy

Using The Technology for Office Efficiency CV Page Step 3 Adding New HH / Policy

Using The Technology for Office Efficiency CV Page Step 3 Adding New HH / Policy

Using The Technology for Office Efficiency CV Page Step 3 Adding New HH / Policy

Using The Technology for Office Efficiency CV Page Step 3 REMEMBER… Do not create a new household without adding the policy numbers. Adding New HH / Policy

Using The Technology for Office Efficiency CV Page Step 4 The Daily Folder

Using The Technology for Office Efficiency CV Page Step 4 Printing Comments

Using The Technology for Office Efficiency CV Page Step 4 Printing Comments

Using The Technology for Office Efficiency CV Page Step 4 Printing Comments

Using The Technology for Office Efficiency CV Page Step 4 Printing Comments

Using The Technology for Office Efficiency CV Page Step 5 Adding Household Comments

Using The Technology for Office Efficiency CV Page Step 5 Adding Household Comments

Using The Technology for Office Efficiency CV Page Step 5 Adding Household Comments

Using The Technology for Office Efficiency CV Page Step 5 Adding Loss Review Comments

Using The Technology for Office Efficiency CV Page Step 6 Rating Household (Mining)

Using The Technology for Office Efficiency CV Page Step 6 Rating Household (Mining)

Using The Technology for Office Efficiency CV Page Step 7 Farmers Friendly Reviews

Using The Technology for Office Efficiency CV Page Step 7 Farmers Friendly Reviews

Using The Technology for Office Efficiency CV Page Step 8 Using the Calendar

Using The Technology for Office Efficiency CV Page Step 8 Using the Calendar

Using The Technology for Office Efficiency CV Page Step 8 Using the Calendar

Using The Technology for Office Efficiency CV Page Step 8 Using the Calendar

Using The Technology for Office Efficiency CV Page Step 9 Instant Messaging

Using The Technology for Office Efficiency CV Page Step 9 Instant Messaging

Using The Technology for Office Efficiency CV Page Transaction Codes

Using The Technology for Office Efficiency CV Page Lienholder Name

Using The Technology for Office Efficiency CV Page Document Section

Using The Technology for Office Efficiency Questions? Thank you for you participation