Records Management and E Discovery for the Insurance Industry

In this final session of the series on records management and e-discovery, we'll discuss ways to standardize policies and procedures and how to ensure compliance with the least amount of disruption to work processes. Jeannine Bartlett of Earley & Associates will discuss building a business case for implementing records management and e-discovery programs, including best practices for mitigating costs.

Carol Choksy will address the challenges in creating an effective records retention schedule and offer solutions based on specific insurance offerings and local state regulations for successful implementation of a records management program.

A related topic that impacts all aspects of enterprise content management and records management are requirements around electronic discovery and how a consistent records management approach integrated with content management processes can reduce risk and impact litigation discovery costs. Patrick J. Hatfield, a partner with Locke Lord Bissell & Liddell LLP and expert in legal implications and issues surrounding technology adoption, will discuss legal risks of neglecting to properly review emerging communication channels. He will close the series with a discussion on mitigating e-discovery costs with effective data retention.

Topics include:

• How to gain agreement on retention policies
• Best practices in developing file plans and related taxonomies
• Integrating content management and records management
• ROI calculations and business case justification
• E Discovery considerations for content management strategy
• Legal risks of neglecting social media channels