How should electronic insurance policy files be named for easy retrieval?
Electronic filing of insurance documents might seem like an administrative task, but you'll realize how critical it is when something actually goes wrong. A client calls to ask if an endorsement has been approved, but you can't find it in the carrier's emails. When renewing, you need to look at the previous year's loss run, but the folder is full of names like 'scan001' or 'policy-final-new'…