February 2007
VOL. 3 ISSUE 55  

 Tip of the Month

Tip Of The Month
Scanning Checks? STOP!

We often have reports from agencies that they are scanning or photocopying checks received from their clients.  This is usually being done more out of fear that they may need this information in the future. 

First, with recent changes in privacy laws, the E&O exposure and responsibility for storing this kind of private client information is simply not worth the risk. The legal implications when storing any NPI (non-public information) is getting more complicated each day.

Secondly, whenever you consider any procedure ask yourself these questions, “When was the last time I actually needed this information” and “What is the worst thing that would happen if I don’t have a copy”?  It is amazing how many times agencies implement procedures for something that rarely becomes an issue anyway? 

You will find that fear is never a good reason for any procedure. Trust will accomplish much more, and is a whole lot cheaper.


   Issue Archives
Workflow Efficiency
Clip Boards
Just The Right Prescription For The Total Account

TIP - Clipboards at the Receptionist's desk are an excellent way to save the CSR's time and also begin the account development process.
 
Staff Development
Reading Really Is FUN-damental
When Your Staff Grows, Your Agency Grows
TIP - Encourage your staff to continually invest in their personal growth. Growing staff is a growing agency.

 
Human Resources
Tap Into The Insight of New Employees
Make The Most Of A Fresh Look At Your Agency

TIP - Invest the time to survey all new staff to gain valuable insight into your agency and improve procedures and morale for everyone.
 
Technology
Small Package Gives Big Presentation
The Treo Smart Phone Can Replace Laptops

  TIP - The Treo smart phone is an excellent alternative to Producers using laptop computers in the field when making presentations to clients and prospects.

 
Human Resources
Top 7 Tips To Reading A Resume
How To Save Time and Headaches In The Hiring Process

TIP - Prepare for the process of reviewing resumes by following these 7 essential steps.
 
Technology

Now Presenting: Presentation Pro
Impressing Clients Has Never Been Easier

TIP - Use Presentation Pro to create easy, and impressive, presentations for prospects and clients.

 


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