Charity donation request Trash
Commission checks Scan copy of statement to Brian. Deposit checks in operating account.
Company memos Have each agent review and initial and then scan to company info folder.
Credit card offers Shred
Finance Co. cancel notice Put in assigned agent’s box.
Flood renewals Make note and file in day file. Include new premium amount.
IDNS domain renewal Shred
Internet/Phone offers Trash
Lititz Invoices Shred
Magazines Trash
New Ins Co offers Trash
NG Memos Put in agents box that is working. Or work if not worked.
Payments mailed in If a check, post to company using the routing and account number from check.
If money order made out to agency, do an agency draft payment.
If money order made out to company, mail to company & advise the client to mail direct.
Return mail Put in agents box that works return mail.
Safeco cancel notices Shred ones that have been worked. If not worked, review and work.
Tapco renewal offers Put in the box of the agent that has the open renewal reminder. If Charlotte agent, make a note in the agent's open reminder and shred.
Tapco renewal policies Put in the box of the agent that wrote the policy. If Charlotte agent, make a note in the open reminder for the agent. Shred any part of the policy that has client's information. For the policy language pages, those can just be trashed or used as scrap paper.