Technology & Workflow

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Because technology changes rapidly, so too does workflow. These tools will help you keep up with both evolving technology and workflow best practices.

Agency Guide to E&O Loss Control & Workflow

  • Why worry about E&O?
  • What to do if you have an E&O claim
  • Targets for E&O claims
  • How to Develop a procedures manual
  • Implementing an E&O Loss Control Program
  • How to conduct a self-audit

System Security and Privacy Compliance

Resources to help you manage your information technology risks and comply with the expanding regulations for protecting personally identifiable information.

Agents Council for Technology

ACT_logoThe Agents Council for Technology has a robust section of its website devoted to advanced agency workflows. 

Included is the "Best Practices Guide to Agency Business Processes & Information Management," detailing property, casualty and benefits workflow steps adaptable to any agency size or technological advancement.

 

Questions?

angela
 Angela Ford
Continuous Improvement Director
512.493.2443
aford@iiat.org
Best Practices Series-01

Best Practices Series

Access insightful best practice publications on an array of insurance topics, including:

  • Certificates of Insurance
  • Roof Claims Issues
  • Avoiding Hurricane E&O Claims
  • Insuring Condominiums
  • Personal Lines Best Practices
  • Working Relationships Between Wholesalers & Retailers
  • Managing Markets
Independent Insurance Agents of Texas
1115 San Jacinto, Suite 100
Austin, Texas 78701
800.880.7428