AUTOMATION (IT)
0
% complete
Entire section is N/A (not applicable)
Does your Brokerage:
1.
Have a written Standards and Procedures Manual for your office systems?
Y
R
N
N/A
2.
Perform a regular review to ensure that the accuracy of your data is being maintained?
Y
R
N
N/A
a.
Determine and advise your staff what features are to be used from your BMS (e.g. applications, certificates of insurance, change requests, form letters, etc.)?
Y
R
N
N/A
b.
Work with the various departments to standardize how information is to be added, deleted and amended?
Y
R
N
N/A
3.
Have a process in place to ensure "activities or notes" cannot be edited or deleted?
Y
R
N
N/A
4.
Ensure back-ups are done on a regular basis? (This is mandatory.)
Y
R
N
N/A
5.
Double check the computer each morning to ensure the date and time is accurate?
Y
R
N
N/A
6.
Maintain firewalls, virus protection and anti-spam programs?
Y
R
N
N/A
7.
Ensure that there are no problems associated with the upload/download features?
Y
R
N
N/A
To fully ensure that you have done everything you can to protect your system, you should consult the BMS vendor and/or any third party computer consulting firm(s) your office works with.
IMPLEMENTATION CHECKLIST - AUTOMATION (IT)
Identify the areas you feel need improvement:
Notes:
EXIT DEMO
-
Y
R
N
N/A
Y
R
N
N/A
Y
R
N
N/A
Y
R
N
N/A
Y
R
N
N/A
Y
R
N
N/A
Y
R
N
N/A
Y
R
N
N/A
Y
R
N
N/A