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Date: | Wed, 20 Jan 2010 07:28:41 -0800 |
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Hi Nancy
Welcome to the listserve.
An invaluable source for insurance company records managers is the ACLI <http://www.acli.com/> (American Council of Life Insurers.) They provide regulatory updates for all 50 states, including a compilation of state by state regulations affecting record retention.
The ACLI is available to member companies. Check with your Compliance department, as they may already be members.
_______________________________
Alex Acevedo, CRM
Symetra Financial | Service Operations
Corporate Records Manager
[log in to unmask]
Office (425) 256-5184
"Reach for great things"
-----Original Message-----
From: Records Management Program [mailto:[log in to unmask]] On Behalf Of Nancy Ur
Sent: Wednesday, January 20, 2010 6:06 AM
To: [log in to unmask]
Subject: Retention for Insurance industry record types
Hi,
I'm new to this site (it is a great resource!) but I've been in records
management (pharmaceutical industry) for many years. I'm now working in the
insurance industry and I'm having some difficulty trying to find retention
timeframes for many of the record types used in insurance. I've gleaned a few
requirements from the National Insurance Association, but is there another
place (aside from CFR and New Jersey state law) that I could use as a
reference?
It seems the RM before me let the user departments determine their own
retentions, and I'm finding many things listed as "perm" or "50 years". As I'm
reviewing retention schedules, people are now deciding 9so they don't have to
do the reviews!) that they want to extend the retention dates! Obviously
there needs to be some re-education, but in the meantime, identifying correct
(or even industry standard) retention periods has become challenging.
If anyone would be willing to share their insurance retention schedule with me,
I'd be greatly appreciative (and relieved!). Thanks very much.
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