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Blake Woodard

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Woodard Insurance LLP
Fort Worth, Texas
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    www.adjamian.com/61woodard.html - [Cached Version]
    Published on: 10/11/2008    Last Visited: 7/14/2008  

    "Our decision to go paperless was driven not by cost or budget issues, but by the desire to grow our business, tame a paper monster that was consuming every available square foot of office space, improve our customer service, and keep up with a rapidly-changing financial planning industry," says Blake Woodard, Managing Partner of Woodard Insurance, LLP, a Fort Worth-based firm of financial advisors and insurance professionals.
    ...
    At Texas Christian University's annual student job fair, Woodard was manning a booth when he ran into Laserfiche.
    ...
    "We immediately began writing scanning procedures that covered the naming, indexing and location of each document in a binder," says Woodard.These flexible procedures are updated and refined as employees encounter new situations or better ideas.

    Client binders were divided up among employees, who began scanning them into the system.Scanning began in June 2005 and was completed by October."Well, almost," laughs Woodard."The employees gave me one three-ring binder to do all by myself, and it still sits on my desk today."He then explains, "On the negative side, it's that little task I keep procrastinating; on the positive side, the binder reminds me of our old archaic paper-based days and is a physical example of how far we've come in less than two years.
    ...
    "It solves little problems for us daily," says Woodard.

  • View Online Source
    www.woodardinsurance.com/content.php?scid=12 - [Cached Version]
    Published on: 6/6/2008    Last Visited: 6/6/2008  

    Blake WoodardWOODARD - Texas Oldest Life Insurance Partnership - Blake Woodard
    ...
    Blake Woodard
    ...
    In the insurance business since 1982, Blake became a partner of Woodard Insurance, LLP, in 1986, after graduating number one in his class from Texas Christian University, where he was portfolio manager of the Wm.C.Conner Foundation Educational Investment Fund.

    Blake earned his CLU in 1990 and his ChFC in 1996.Blake is one of only 200 Licensed Life Insurance Counselors in the state of Texas.He specializes in estate planning, investment & retirement planning, and disability salary continuation plans.

    Blake is a native of Fort Worth and graduated valedictorian from Paschal High School in 1982.

    Blake is a member of Leadership Fort Worth and attends Broadway Baptist Church.

    Blake and his wife, Rosie, have two daughters, Rachel (12) & Sarah (10), and a son, William (6).
    ...
    E-mail: Blake Woodard
    ...
    Blake Woodard

  • View Online Source
    www.laserfiche.com/newsroom/customerstories/financial_s - [Cached Version]
    Published on: 10/11/2008    Last Visited: 5/22/2008  

    "Our decision to go paperless was driven not by cost or budget issues, but by the desire to grow our business, tame a paper monster that was consuming every available square foot of office space, improve our customer service, and keep up with a rapidly-changing financial planning industry," says Blake Woodard, Managing Partner of Woodard Insurance, LLP, a Fort Worth-based firm of financial advisors and insurance professionals.
    ...
    At Texas Christian University's annual student job fair, Woodard was manning a booth when he ran into a local Laserfiche® reseller.
    ...
    "We immediately began writing scanning procedures that covered the naming, indexing and location of each document in a binder," says Woodard.These flexible procedures are updated and refined as employees encounter new situations or better ideas.

    Client binders were divided up among employees, who began scanning them into the system.Scanning began in June 2005 and was completed by October."Well, almost," laughs Woodard."The employees gave me one three-ring binder to do all by myself, and it still sits on my desk today."He then explains, "On the negative side, it's that little task I keep procrastinating; on the positive side, the binder reminds me of our old archaic paper-based days and is a physical example of how far we've come in less than two years.
    ...
    "It solves little problems for us daily," says Woodard.

  • View Online Source
    www.scottandreid.com/references/referencesright.html - [Cached Version]
    Published on: 10/24/2002    Last Visited: 10/19/2004  

    Blake Woodard,Woodard Insurance, LLP

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    Document Management Document Imaging Document System -... - [Cached Version]
    Published on: 10/11/2008    Last Visited: 12/9/2007  

    "Our decision to go paperless was driven not by cost or budget issues, but by the desire to grow our business, tame a paper monster that was consuming every available square foot of office space, improve our customer service, and keep up with a rapidly-changing financial planning industry," says Blake Woodard, Managing Partner of Woodard Insurance, LLP, a Fort Worth-based firm of financial advisors and insurance professionals.
    ...
    At Texas Christian University's annual student job fair, Woodard was manning a booth when he ran into a local Laserfiche® reseller.
    ...
    "We immediately began writing scanning procedures that covered the naming, indexing and location of each document in a binder," says Woodard.These flexible procedures are updated and refined as employees encounter new situations or better ideas.

    Client binders were divided up among employees, who began scanning them into the system.Scanning began in June 2005 and was completed by October."Well, almost," laughs Woodard."The employees gave me one three-ring binder to do all by myself, and it still sits on my desk today."He then explains, "On the negative side, it's that little task I keep procrastinating; on the positive side, the binder reminds me of our old archaic paper-based days and is a physical example of how far we've come in less than two years.
    ...
    "It solves little problems for us daily," says Woodard.

  • View Online Source
    Laserfiche UserNews, April 2006 - [Cached Version]
    Published on: 4/1/2006    Last Visited: 12/24/2007  

    By Blake Woodard, Partner, Woodard Insurance, LLP

  • View Online Source
    Star-Telegram.Com | Special Section - [Cached Version]
    Published on: 1/17/2002    Last Visited: 10/12/2002  

    In 1999, many health plans began to offer a three-tiered prescription plan to give employers greater flexibility, said Blake Woodard, an insurance broker and partner at Woodard Insurance in Fort Worth.Under that system, patients pay different co-payments depending upon whether the drug is generic, a brand name on the health plan's list or a brand name not included on the list.

    "Employers generally want it because it keeps their employees from griping, 'My drug is not covered,'" Woodard said."It eliminates complaints.

  • View Online Source
    Star-Telegram.Com | Special Section - [Cached Version]
    Published on: 1/4/2001    Last Visited: 5/13/2001  

    In 1999 , many health plans began to offer a three-tiered prescription plan to give employers greater flexibility , said Blake Woodard , an insurance broker and partner at Woodard Insurance in Fort Worth.Under that system , patients pay different co-payments depending upon whether the drug is generic , a brand name on the health plan's list or a brand name not included on the list.

    Employers generally want it because it keeps their employees from griping , 'My drug is not covered , ' Woodard said.It eliminates complaints.

  • View Online Source
    Star-Telegram.Com | Special Section - [Cached Version]
    Published on: 12/16/2000    Last Visited: 4/11/2001  

    In 1999 , many health plans began to offer a three-tiered prescription plan to give employers greater flexibility , said Blake Woodard , an insurance broker and partner at Woodard Insurance in Fort Worth.Under that system , patients pay different co-payments depending upon whether the drug is generic , a brand name on the health plan's list or a brand name not included on the list.

    Employers generally want it because it keeps their employees from griping , My drug is not covered , " Woodard said.It eliminates complaints.

  • View Online Source
    WOODARD - Texas Oldest Life Insurance Partnership - [Cached Version]
    Published on: 6/6/2008    Last Visited: 6/6/2008  

    Blake WoodardWOODARD - Texas Oldest Life Insurance Partnership
    ...
    Blake Woodard
    ...
    In the insurance business since 1982, Blake became a partner of Woodard Insurance, LLP, in 1986, after graduating number one in his class from Texas Christian University, where he was portfolio manager of the Wm.C.Conner Foundation Educational Investment Fund.

    Blake earned his CLU in 1990 and his ChFC in 1996.Blake is one of only 200 Licensed Life Insurance Counselors in the state of Texas.He specializes in estate planning, investment & retirement planning, and disability salary continuation plans.

    Blake is a native of Fort Worth and graduated valedictorian from Paschal High School in 1982.

    Blake is a member of Leadership Fort Worth and attends Broadway Baptist Church.

    Blake and his wife, Rosie, have two daughters, Rachel (12) & Sarah (10), and a son, William (6).
    ...
    E-mail: Blake Woodard
    ...
    Blake Woodard

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