Data Retention Resources?

Started by Sara Lieser, September 28, 2010, 06:30:46 AM

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Sara Lieser

September 28, 2010, 06:30:46 AM
Does anyone have a recommendation for resources for a data retention policy?  I know that we can check our contracts w/carriers for their requirements.  Those of you who have a written policy - did you seek legal advice or produce it in-house?

Sara Lieser
Commercial CSR/Workflow
Mahowald Insurance Agency
Saint Cloud, MN
Epic 2014, 39 Users

brinkerdana

#1
September 28, 2010, 10:16:20 AM
Ours came from the CA Insurance Agents Association and the CA Insurance Code.  It was really difficult to find in the Ins Code! 

Dana Brinkerhoff
Retired

Jeff Zylstra

#2
September 28, 2010, 10:33:26 AM
Yes, your state Big "I" or PIA association will have one, and also your E&O carrier will have one for you as well.  Just call them and they'll be happy to help you.
"We hang the petty thieves, and appoint the great ones to public office"  -  Aesop
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