Julie Harvey, CDIA+

President/Business Consultant

Document Management - Implementation; Project Management; Training and Workflow Development; Specializing in the Insurance Industry

Experience:

Insurance Industry Since 1985

v    1985- 1995 - Insurance Carrier - Self-Insurance, Workers’ Compensation and Risk Management

v    1996-2006 - Agent/Broker - Managing Operations; IT/Automation/Training Departments and Customer Relations

Document Management Since 2002

v    2002-2005 - Deployed paperless business practices at Cavignac & Associates in San Diego , CA s the Director of Visible Progress.

v    2006-present Business Consultant & President of Balanced Solutions Consulting Services. Project Management; training and workflow development of document systems into the agency/broker environment.

Former employee of Applied Systems

Agency Ambassador / Sales Department

Past President of San Diego’s Applied Systems User Group (SDUGAS, a member of ASCnet)

Certified Document Imaging Architect

Professional member of AIIM & TAWPI

 Member of AUGIE; ACORD Users Group Information Exchange

Authorized Power of Change Facilitator; ACORD/AUGIE