Retention Wizard Insurance Agency Edition
Insurance Agency Edition
Insurance agencies are governed by a complex system of laws and regulations that change from state to state. Knowing just how long you have to keep old records, and when you can legally destroy them, requires precise research into the thousands of laws about both insurance and general business recordkeeping.
Retention Wizard provides that legal research linked to the insurance industry standard record series that make your records destruction practices defensible, compliant, and smart.
If you do business in more than one state, you will want to add additional state legal research modules that make sure your agency is keeping its records correctly for each jurisdiction in which it operates.
Please click here to learn more about the Retention Wizard records retention software. Let the Wizard keep you ahead of the compliance curve. It’s a lot of protection for just a small investment.