September 26, 2007
Volume 3 Issue 9

In this issue:
*New Feature* - Claims Tracking | Scanner Review | Database Backups

 

 From the Editor

In the version 3.024 we'll be releasing the claims tracking feature. See the article below and visit the website for more information on this useful addition to the program.

I've also revisited two articles from past newsletters: Scanner Review and Database Backups. Unfortunately, in the past couple of months, we've had some clients who completely lost their data because they didn't have a backup. The Scanner Review article is always helpful for those looking to purchase a new scanner or for a new customer who is just getting started with document imaging.

If you have a question or topic you would like explained, a story to share, or just a quick useful tip, we'd love to hear from you. Please send your responses to tina@agencyadvantage.com.

Tina Stewart
Editor

 

 Claims Tracking

A new feature in the latest version of The Agency Advantage is claims tracking. New claims tabs on both the Customer Folder and the Policy Details screen allow you to record and view policy claim activity.

Use these Claims sections to follow open, closed, or refused claims, complete with dates reported, policy numbers, detailed description areas and line item payout sections.

Learn more about Claims Management >>

 

 Scanner Review

When selecting a scanner there are several things you'll need to consider.

·         Twain compatibility - Our software requires the scanner to have TWAIN drivers. Without these drivers our program cannot communicate with the scanner. When looking for a scanner make sure it is TWAIN compliant.

·         Scanning volume - How much scanning will your office be doing? If you are going to be scanning more than a few sheets at a time then you'll need to purchase a scanner with an automatic document feeder or ADF. This holds a stack of paper and feeds it through the scanner one page at a time.

·         Scanning speed - Speed comes with a price. The faster the scanner the higher the price tag.  If you are scanning in high volumes then higher speed may be a good investment.

·         Price - Quality scanners can be found for less than $1,000. However, if you want the premium features mentioned above be prepared to spend at least $500. As noteded previously, the faster scanners are more expensive. Many of the higher priced scanners are also duplex scanners - meaning they can scan both sides of the paper in one pass. This is an excellent feature to have if you scan in large volumes.

To conclude the scanner review topic, We would like to direct you to our personal picks. These scanners are all TWAIN compliant, boast a very quick PPM [pages per minute] and most have duplex scanning capabilities. The details are available in our Agency Advantage Scanner Review.

 

 Database Backups

Database corruption happens to one of our clients at least once a day. 99% of the time a database corruption can be quickly fixed by double clicking on the database file. However, in some extreme cases the database cannot be repaired. This is a situation in which you would need to restore from a backup. But what if you don't have a backup?  What happens to your agency?

There are several types of backups:

  • Tape backups - We do not recommend these backups as they have been found to be very unreliable and occasionally fail without warning.

  • Online Backup Services - To the right is a list of online backup companies where you can pay a fee for them to keep backups of your data. You would need to upload your data to them periodically.

  • Flash Drives - Flash drives are inexpensive portable drives that you can plug into your computer via USB port and copy the files over manually.

  • External Hard Drive - You can copy your files over to this external drive and take the drive with you to have an offsite backup. This sort of backup (along with the online backup service and flash drives) would be beneficial in a natural disaster such as hurricanes, earthquakes, or other severe weather.

  • CD or DVD - Burning to CDs or DVDs is a common practice if you don't have a flash drive or external hard drive. You can purchase CDRWs and use them over and over or keep them on file for record keeping.

Database corruption can be caused by bad weather, network failure, hard drive failure, or a computer locking up. Make sure your agency is protected by having reliable backups. See the related links to the right for online backup websites.

 

 

 

Don't forget to backup your data!

Having a reliable backup source is extremely vital for your agency. See the article in this month's newsletter for more information.


Visit us at the Trade Shows!

The Agency Advantage Sales Team exhibits at several trade shows throughout the year.

Come see us at the latest event:

September 26th-30th
American Agents Alliance
Indian Wells, CA


Related Links

*New Feature*
Claims Tracking

Backup Services
http://www.usdatatrust.com
http://www.evault.com
http://www.backup.com

Flash Drives
Google.com

External Hard Drives
Google.com

Find a Scanner
Scanner Review

Pay your bills online!
My Agency Advantage


Producer Codes

Producer Codes are meant to be used in situations where there are split commissions. If you do not split commissions then using producer codes may not be necessary.

Learn more about
Producer Codes >>


 

For more tips visit our customer support website at http://www.agencyadvantage.net/.


Copyright 2006 Advantage Information Systems, Inc.