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Using The Technology for Office Efficiency
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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
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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…
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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.
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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).
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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.
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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
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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
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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.
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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.
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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.
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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
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Using The Technology for Office Efficiency A District 07 Training Program The Manual
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Using The Technology for Office Efficiency A District 07 Training Program The Steps...
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Using The Technology for Office Efficiency CV Page - 4 - Step 1
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Using The Technology for Office Efficiency CV Page - 5 - Step 1
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Using The Technology for Office Efficiency CV Page - 6 - Step 1 A Printed Report
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Using The Technology for Office Efficiency CV Page - 7 - Step 1 A Printed Report
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Using The Technology for Office Efficiency CV Page - 8 - Step 1 A Printed Report
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Using The Technology for Office Efficiency CV Page - 9 - Step 1 Combines & Splits
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Using The Technology for Office Efficiency CV Page - 10 - Step 1 Change Household Data
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Using The Technology for Office Efficiency CV Page - 11 - Step 2 Adding Dependents
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Using The Technology for Office Efficiency CV Page - 12 - Step 2 Adding Dependents
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Using The Technology for Office Efficiency CV Page - 13 - Step 2 Adding Dependents
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Using The Technology for Office Efficiency CV Page - 14 - Step 2 Adding Other Policies
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Using The Technology for Office Efficiency CV Page - 15 - Step 2 Misc. Policy Update
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Using The Technology for Office Efficiency CV Page - 16 - Step 3 Adding New HH / Policy
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Using The Technology for Office Efficiency CV Page - 17 - Step 3 Adding New HH / Policy
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Using The Technology for Office Efficiency CV Page - 18 - Step 3 Adding New HH / Policy
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Using The Technology for Office Efficiency CV Page - 19 - Step 3 Adding New HH / Policy
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Using The Technology for Office Efficiency CV Page - 20 - Step 3 REMEMBER… Do not create a new household without adding the policy numbers. Adding New HH / Policy
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Using The Technology for Office Efficiency CV Page - 22 - Step 4 The Daily Folder
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Using The Technology for Office Efficiency CV Page - 23 - Step 4 Printing Comments
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Using The Technology for Office Efficiency CV Page - 24 - Step 4 Printing Comments
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Using The Technology for Office Efficiency CV Page - 25 - Step 4 Printing Comments
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Using The Technology for Office Efficiency CV Page - 26 - Step 4 Printing Comments
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Using The Technology for Office Efficiency CV Page - 27 - Step 5 Adding Household Comments
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Using The Technology for Office Efficiency CV Page - 28 - Step 5 Adding Household Comments
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Using The Technology for Office Efficiency CV Page - 29 - Step 5 Adding Household Comments
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Using The Technology for Office Efficiency CV Page - 32 - Step 5 Adding Loss Review Comments
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Using The Technology for Office Efficiency CV Page - 33 - Step 6 Rating Household (Mining)
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Using The Technology for Office Efficiency CV Page - 34 - Step 6 Rating Household (Mining)
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Using The Technology for Office Efficiency CV Page - 35 - Step 7 Farmers Friendly Reviews
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Using The Technology for Office Efficiency CV Page - 36 - Step 7 Farmers Friendly Reviews
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Using The Technology for Office Efficiency CV Page - 37 - Step 8 Using the Calendar
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Using The Technology for Office Efficiency CV Page - 38 - Step 8 Using the Calendar
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Using The Technology for Office Efficiency CV Page - 39 - Step 8 Using the Calendar
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Using The Technology for Office Efficiency CV Page - 40 - Step 8 Using the Calendar
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Using The Technology for Office Efficiency CV Page - 41 - Step 9 Instant Messaging
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Using The Technology for Office Efficiency CV Page - 42 - Step 9 Instant Messaging
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Using The Technology for Office Efficiency CV Page - 43 - Transaction Codes
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Using The Technology for Office Efficiency CV Page - 44 - Lienholder Name
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Using The Technology for Office Efficiency CV Page - 45 - Document Section
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Using The Technology for Office Efficiency Questions? Thank you for you participation
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