Stephanie Fullerton of Streamline Consulting discusses the 7 Pillars of ALTA Best Practices. Not only is each Best Practice defined but an explanation is included that gives the reasoning behind it. Steps for implementation and the certification process are also discussed. Below is a brief outline.
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- Overview
- ALTA
- 7 Best Practices of Best Practices
- Best Practice #1
- Licensing
- ALTA’s Policy Forms Licensing Requirement
- Best Practice #2: Escrow Trust Accounting
- Steps to Compliance
- Best Practice #3
- Protecting NPI
- Steps to Compliance
- Best Practice #4
- Settlement Processes
- Recording Procedures
- Pricing Procedure
- Best Practice #5: Policy Production
- Best Practice #6: Insurance Coverage
- Best Practice #7: Consumer Complaints
- Implementing Best Practices
- Assessment Procedures
- Assessment Preparation Workbook
- Certification
- Certification Package
- Certification Package Part 1
- Certification Package: Part 2
- Conclusion