Agency Electronic Document Retention Requirements

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In the past few months I have received several phone calls and emails from members asking for guidance regarding the retention of electronic documents. I thought this would be a good opportunity to "reprint" a technical bulletin that we did sometime back discussing this topic.

Please do not hesitate to contact me if you have any questions.

Joe Hudgins CPCU
Vice President of Education and Technical Affairs
Independent Insurance Agents of Virginia

http://va.iiaa.org/Technical%20Bulletins/PaperlessGuidelines.pdf