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May 2008
Volume 24 • Number 5
 
Inside TAAReport

Industry Watch *
Get ready: Content management will replace document management in the not-too-distant future.

Editorial 
Why all the fuss about document management?

Connections *
Customers and clients are not one and the same. In fact, it may be time to fire 10% of your customers.

Guest Opinion *
IBM’s insurance study is an eye-opener—and an opportunity for those who pay attention.

Work.Flow *
Learn how to create the perfect proposal and how to avoid the most common issues and complaints.

Techno Tidbits *
IP addresses are in short supply, a problem that could end up affecting your Web traffic or your ability to send or receive e-mail.

Personal Computing *
Companies are fighting to get you to use their free Web browsers. Which one is right for you?

Bits&Bytes *
The advantages of sending letters; shrinking storage space; and renters insurance for Generations X and Y.

Tech Tips 
Use FlyDoc to streamline any snail mail that you may need to send.


* Denotes articles which can be accessed only by TAAR Online Subscribers.  Subscribe now!


Content Management: The Next Generation Document Management

Editor’s Note: I recently had a wide-ranging discussion with Steven Finch of Computers by Design about the future of document management for insurance agencies. What follows is an edited transcript of that discussion.

Steve Anderson: I just got a call from an agency this morning that says they have a document management process, but they've got e-mail in one place, scanned documents in their document management system, and other stuff stored on their network drive. They're struggling with efficiency and workflow. Is document management really helping agencies?

Steven Finch: My question is, “Why would you call that document management?” If they have things stored in e-mail, in the document management system, and on their network drive, that’s a filing system! That agency has to acknowledge that it has a need for document management, but hasn't implemented it yet.

SA: Let's start with a little history of storing electronic files and electronic documents. Where have we been, and where are we going?

SF: Initially, the goal was to get rid of file cabinets in order to reap the benefits of floor spac ...

Story Continued -->

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