When I worked in the insurance industry just about 18 months ago there were
a few approaches to this over my tenure.  A subscription to ICH, outside
council research and internal council research.  I have a few clients that
use Fontis by Iron Mountain and like it and also know of companies that are
very happy with ICH.  My suggestion would be detail your requirements of
what you are looking for from a tool or vendor with an eye on your internal
business processes.  Send out RFI's and have them pitch to you.  Be mindful
of how often you want to receive updates and how your business process can
handle the rate of those updates.

Good luck!

On Wed, May 17, 2017 at 1:35 PM, Kevin Tisdel <[log in to unmask]>
wrote:

> Antonio,
>
> We are using Versatile Retention to research and monitor our regulatory
> citations to our
> record series.  Currently, we do this manually in the software.  Our next
> step is to tie the
> record series to the regulatory citations (from our research) in the
> system, and this should
> allow for "automatic" monitoring.
>
> Kevin
>
> List archives at http://lists.ufl.edu/archives/recmgmt-l.html
> Contact [log in to unmask] for assistance
> To unsubscribe from this list, click the below link. If not already
> present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the
> message.
> mailto:[log in to unmask]
>

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