We have a three person agency and run DORIS with Applied... The customer service is not good for us. We call several times hardly ever get a live person, so we leave messages and no one ever returns our calls. Its very frustrating, if we can't download our reports and they dont' bother to tell you w...

What about all the notes and memos that are handwritten by your agents/CSR's...do you scan those in or keep them in files...if you were to have to defend your actions wouldn't this stuff need to saved and archived...also does anyone scan the applications and shred originals or are the originals kept...

We have applied systems (Doris) which is okay, however the customer service is lacking. If something goes down or we have any questions we very rarely if ever get a reply. We haven't been able to attach files or photos to Doris and it's frustrating when you have capabilities your paying for them and...

Any thoughts on going paperless or semi-paperless...I'm a first year agent and manager. A small agency in a small town in the UP with lots of paper trails...just wondering if it would be worth the money. If anyone has any websites or contacts to research on this I would greatly appreciate it.
Thanks.