
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,
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.

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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. |