Julie
Hatley-Harvey
ERMs, 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
AIIM
Certified Electronic Records
Management Specialist
Professional
member of AIIM & TAWPI
Member
of AUGIE; ACORD Users Group
Information Exchange
Authorized
Power of Change Facilitator;
ACORD/AUGIE
Ambassador
Chamber of Commerce - City of
San Clemente
