We deliver complete solutions for bar coding, file tracking, color coding, records management, and records retention.

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Industry trends are changing the face of managing records within the insurance brokerage.
  1. Large mergers and acquisitions have created the need to integrate disparate filing systems and to access records information across multiple facilities and multiple cities.
  2. The growth and globalization of the firm’s client base has increased the number of offices in which records for a specific client are housed and the prevalence of national account management.
  3. The growth of the individual offices has increased the volume of paper production and the need to implement standards in filing and labeling, and the need to automate manual tasks.
  4. The dramatic growth in paper output of organizations has generated a large volume of archived records that are both difficult and costly to manage and retrieve.
  5. Increased losses to litigation has focused administrative staff on destroying items in a timely manner.
  6. Increased litigation has made it difficult to handle subpoena pulls.

Records Associates addresses these needs with an integrated solution:

  • Flexible configuration allows records to be classified in terms of insured, coverage, policy, expiration, claim, DOL, etc.
  • Bar code scanning automates check-in, check-out, and archiving.
  • Internet-based creation requests collect important information about new folders to be created directly from insurance execs.
  • On-demand color coding speeds production of new folders.
  • Internet tools allow staff to search and request records from central file rooms and off-site archives.
  • Active file tracking saves insurance staff time.
  • Support for multiple offices on one shared system reduces cost.
  • Software applies standards across all departments and offices.
  • Firm-wide access to data enhances regional, national, or global Account Management functions.
  • Use of client/server databases, like SQL and Oracle, accommodate larger capacities with fast response over wide areas.
  • Powerful search tools allow all fields to be searched using keywords and boolean logic.

Please browse through our client stories for more information.