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insurance filing


Application: Silence - Sep 30 2010
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Question:I am an insurance agent looking for a good (open source) way to organize old files. these would be files that werent accessed on a regular basis but would need to be organized in a few different ways digitally. I would need to organize them by last name, insurance company, last active date,date of birth, and possibly others. This would be a backup of the paper system in order to provide redundancy and quick lookup. would this be right for me?



mrvertigo27mrvertigo27
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Answer:Do you want to organize files of data?



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 Re:Insurance filing

 
 by Bob63 on: Oct 10 2010
 
Score 50%

@mrvertigo27,

We're going to need more information as to what exactly you are trying to accomplish, and how much effort you are willing to expend. Do you want to completely digitize the files? or do you merely want sort of an index with a few key bits of info on each customer, account and policy so that you can find the paperwork relatively easy (like a library's computerized index to the bookshelves)?

If you have many files and/or want a fully digitized archive, it may be better to hire a company to perform scanning and OCR work (assuming you have funding for a project like this).
Scanning the document will provide a digital image; the OCR work makes the text available to search software. Links are created between indexes built from the OCR data and the document images.

There are open-source tools available, however, a dedicated data entry company usually has custom-written software to speed the process and ensure accuracy - not to mention sufficient staff to make short work of a seeming insurmountable pile of paper.

If you do choose to take on this task in-house, you need to realize that it will require a significant commitment of time on the part of yourself and/or your staff.

It is certainly possible to do the job in-house and with available open-source tools, provided that your equipment will work with the available software. Consider also equipment limitations: a desktop scanner will likely expire trying to scan 10,000 documents.

Hope this helps,
Bob


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 Re: Re:Insurance filing

 
 by mrvertigo27 on: Oct 29 2010
 
Score 50%
mrvertigo27mrvertigo27
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yes, i am willing to take on the task myself. I like your library analogy, that is in essence what I would like to do, can someone point me in the right direction?


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 Re:Insurance filing

 
 by Bob63 on: Oct 29 2010
 
Score 50%

Okay, for this to work, you should/must have a strict filing system. I am willing to offer some (no-cost) advice and suggestions if you'd like to contact me off-board. I have experience in inventory control, and I set up a system at a library that I think can be adapted to suit your needs.
You can contact me through my profile page to discuss the details so we don't clutter the forum.

Bob63


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