How do insurance agencies typically set up their filing systems?

Insurance agencies deal with policy files (one per client), claims records, and administrative documents. A typical setup: one lateral filing cabinet section per line of business (personal auto, homeowners, commercial, life) organized alphabetically by client last name. Policy files contain the application, binder, declarations page, correspondence, and renewal history. Claims files are typically separate and organized by claim number. Retention requirements vary by line of business — consult your state insurance department for specific requirements (often 5–7 years post-expiration). Lockable storage is essential for any file containing Social Security numbers, financial information, or health data. FindOfficeFurniture.com has legal-size-capable cabinets ideal for insurance offices — call 888-719-4960.