30 Jul 2024
Should it Stay or Should it Go?
As with relationships, so it is with documents: if it goes, it will be trouble; if it stays, it could be double. Learn the basics in this “Clash” course on managing records retention requirements.
Related Content
- Records Retention by Insurance Companies Checklist
Address the key issues that must be resolved when designing and implementing an effective records retention program for insurers.
- Records Retention Manual (Insurance Company and Affiliates)
Scrutinize this annotated template that an insurance organization can use to memorialize its records retention program and provide an employee reference for conduct and compliance. Includes key terms, retention schedules, management guidelines, storage procedures, and destruction policies.
- Records Retention Schedule and Requirements (Life Insurance Company)
Assess this annotated template for a record retention schedule and requirements for a life insurance company.
- Medical Record Retention and Copying Fees State Law Survey
Do a deep dive into medical record retention requirements for hospitals and physicians across the 50 states, the District of Columbia, Guam, Puerto Rico, and the U.S. Virgin Islands.
- Document Retention Policy (Federal)
Consider the provisions of a sample document retention policy that can be used to manage the handling, storage, maintenance, and destruction of corporate records in the ordinary course of a company’s business. Includes guidance, drafting notes, and an optional clause.
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