The Magic Art of Tidying Up: Insurer Record Retention

It’s not about keeping only those documents that spark joy . . . learn how Records Retention by Insurance Companies works, and discover effective ways of managing records retention requirements with this practice note.

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Related Content

• Records Retention by Insurance Companies Checklist
  Address the key issues that must be resolved when designing and implementing an effective records retention program for insurers.

• Records Retention Manual (Insurance Company and Affiliates)
  Scrutinize this annotated template with drafting notes that an insurance organization can use to memorialize its records retention program and provide an employee reference for conduct and compliance. Includes key terms, retention schedules, management guidelines, storage procedures, and destruction policies.

• Records Retention Schedule and Requirements (Life Insurance Company)
  Access this annotated template that provides a sample record retention schedule and requirements for a life insurance company.

• Document Retention Policy (Federal)
  Consider the provisions of a sample document retention policy that can be used to manage the handling, storage, maintenance, and destruction of corporate records in the ordinary course of a company’s business. Includes practical guidance, drafting notes, and an optional clause. 

• Document Retention Policy Checklist (Federal)
  Review the steps to follow when establishing a document retention policy to manage the handling, storage, maintenance, and destruction of corporate records. Includes pre-drafting concerns, implementation and monitoring, and suspension of the policy in the event of litigation.

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