CBD Carrier Document Administrator

 
 

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The CBD Carrier Document Administrator is the only product that has been designed specifically to address the new challenges faced by agencies as carriers migrate to electronic document delivery. The Carrier Document Administrator provides agents with powerful tools to bring order and efficiency to this new policy processing environment. 

The centralization of carrier document acquisition offloads this time consuming process from customer support staff and provides the mechanism for agency wide management of unprocessed documents. 

New solutions for new challenges

As more and more carriers begin to deliver policies and endorsements electronically, agencies need to proactively define efficient workflows that address this new technology. Agents not only need to deal with existing issues such as document delivery, processing, and work in progress, but also new issues such as document acquisition management and unprocessed document management. 
 

Built on CBD's early document capture architecture

The Carrier Document Administrator uses the proven delivery, queuing, and notification features of our early document capture solution, CBD Document Workflow Administrator.  Click here to learn all about the Document Workflow Administrator.

 

 


 CBD Policy Verification Checklist
 CBD Document Workflow Administrator
 CBD Carrier Document Administrator
 CBD Active Document System
 CBD Document Site Submission System

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