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CBDDoc v:3.2 is here!
The best document management solution for agencies just keeps getting better!

CBD has empowered CBDDoc with the latest .NET technologies and SQL Server 2005. Now you can have the best of both worlds; the most mature and robust document management solution available to agents today and the benefits of revolutionary .NET technology. Not only does the new .NET implementation dramatically increase performance, but the use of Web services allows the easy addition of features previously unavailable to agents and brokers.

Web services are an approach that helps an agency connect with its customers, partners, and employees. They enable the agency to extend existing services to new customers and help the business work more efficiently with its partners and carriers.

The CBDDoc philosophy has always been focused on improving access to information not just storing documents.

What's new in Version 3.2?
The best just keeps getting better! CBDDoc Version 3.2 includes a wealth of enhancements and new features that deliver the most advanced document management solutions available today.

New Feature Highlights

Datastore Console
The new Datastore Console provides authorized users with a multitude of new search tools and datastore access options.  CBDDoc cabinets now can easily be located by either cabinet name or cabinet description.

WIPFolder
Users asked for it, so once again CBD delivers.  The WIPFolder (work in progress folder) allows for the in place editing of documents stored in the client cabinet without compromising compliance with any electronic document storage requirements.  Need a better place to work on all your active marketing files or benefits RFPs? The WIPFolder is for you.

Only new features include:

  • Searchable cabinet descriptions provide easy access to information outside of the agency management system
  • Document Publisher
  • Multiple library Document Explorer
  • Improved multiple-site/divisional user transaction management tools
  • New electronic policy verification workflows
  • Improved document versioning

 

See what else is new, contact CBD and schedule a Web Demo or request more information.

Remember: if you haven't seen CBDDoc lately then you haven't seen CBDDoc.


Agency management system integration as we know it no longer exists. Imagine a producer viewing an entire client file including name, address, coverage, and contact information without ever logging into the agency management system. Imagine an underwriter’s submission response automatically being added to the client file and notifying agency marketing personnel.

 

 

The power of CBDDoc is affordable for any agency. CBDDoc On-Line provides agencies with the option of implementing CBDDoc at a fraction of the start-up costs of an in-house system.  By outsourcing, agents can now reap the benefits that up to a just few years ago were reserved for only the largest organizations.

Technology advancements, such as the ubiquity of broadband Internet service and more powerful, 64-bit commodity hardware can now provide the kind of networking needed for hosted document management systems at lower prices.
 

CBDDoc On-Line Advantages:
●  Low cost-of-ownership and cost  predictability
●  Immediate deployment
●  Scale up or down as needed, with no risk
●  Anytime, anywhere access to information
 

FAQS regarding CBDDoc on-line:

Is CBDDoc On-Line a "watered-down" version of CBDDoc?
No.  CBDDoc On-Line users enjoy the exact same features as CBDDoc enterprise users.

What if I want to convert from CBDDoc On-Line to the in-house version?
When you enter into your software agreement with CBD, you can include the option of converting a hosted subscription fee into an enterprise license, at a later date. Think of it as converting a lease into a purchase.


It's your decision, CBDDoc On-Line or CBDDoc in-house.  Either way you can't go wrong.

 

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