Filed the way your agency files.
Every email and document named the same way and filed in the right folder, so your team finds what it needs fast. Your folders and your names.
Working today. It comes with everything we work, and it works on its own.
How it is filedEvery time
We follow your system.
Folder by folder and name by name, the way your agency already files.
| Named your way | Your naming pattern, applied the same way every time: the date, the line, the document and the carrier, in your order. |
|---|---|
| By what it says | Each document filed by what is on the page, the insured, the policy and the term, not by who sent it. |
| Nothing guessed | Anything without a clear home is called out rather than guessed, with a line saying why. |
| Your existing files | They stay where they are, and the new ones join them. |
It is the reason next year's renewal starts from a complete file.
NextThirty minutes
Start with the file.
Bring a renewal your team has already worked, and we will walk through how its emails and documents would have come back, named and filed your way.
Book a 30-minute call
Anise Labs LLC
patrick@aniseops.com
601.201.2440