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Virtual Mailbox Management

Typical snail mail and how to handle these:
  1. Checks ⇒ Finance Team to deposit in checking account. Delete and shred from Virtual Mailbox once deposit is complete.
  1. Taxes and compliance notices ⇒ review and save a copy on the shared drive under “Taxes and Notices”. Create a task for the Finance Team for any notices require action. Delete and shred from Virtual Mailbox.
  1. Workers compensation insurance notifications ⇒ save a copy on the shared drive under “Business Insurance”. Any premium adjustments are automatically handled through OCV’s payroll system. Delete and shred from Virtual Mailbox.
  1. Vendor notices / policies (i.e. health insurance, business insurance, etc.) ⇒ review and save a copy on the shared drive. Delete and shred from Virtual Mailbox.
  1. Junk mail ⇒ delete and shred from Virtual Mailbox.