Broker Administration Process Flow – Option 1

Mailroom Paper Copy DeliveryBrokerAdmin@FAMC .PDF Delivery

Approver

Package received via email as a PDF to Broker Admin mailbox

Package received as paper documents in US mail and delivered to Broker Admin department

Documents requiring approval or signature are delivered to the Approver, e-signed and/or notes added and returned to Broker Admin for further processing

Broker Admin reviews PDF and makes notes/e-signs wherever needed. If Management signature is required, forward the modified PDF to approver.

Broker Admin scans paper copy via 7th floor copier/scanner to a PDF file. Broker Admin reviews PDF and makes notes/e-signs wherever needed. If Management signature is required, forward the modified PDF to approver.

After uploading to OnBase, any paper may be deposited directly in shredding bins

Benefits to FAMC:

1. Broker Admin maintains control of the docs for the entire process and have instant verification all pages were received in OnBase – no accumulation of packages for visual review

2. Significant reduction in the amount of paper used due to current need process of printing a paper set for Ricoh which is returned to Ricoh if page(s) missing, then ultimately having to put in shredding bins (average page count = 300K/day per Ricoh)

3. No overload of Broker Admin team, as a result of packages being processed directly into OnBase

4. No need to use scan sheet as docs are uploaded directly to their corresponding doc type

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When the document is returned, Broker Admin uploads it directly into OnBase. If no signature is required, Broker Admin saves PDF to desktop and uploads via OnBase

When returned, save to desktop and upload directly into OnBase

Managing Your PDF Workflow Electronically

Managing Your PDF Workflow Electronically