Documents in an email archive are documents you cannot find under pressure. This files everything against the client and the policy year, with the current version obvious.
What's Included
- Filed against client and policy year not by date received.
- Versions kept with the current one clearly marked.
- Client access to their own documents which removes most requests.
- An assistant that finds a document from a plain description.
How To Use
- File by client and policy year. Filing by date makes retrieval impossible.
- Keep superseded versions. You will need to prove what applied when.
- Give clients access to their own documents.
- Set a retention period deliberately rather than keeping everything forever.
Surface it in the client portal, and check completeness with file review.