Meet the new CBD Document
Publisher
CBD understands that your document management
requirements extend beyond the walls of your agency.
CBD Document Publisher allows
agents to easily and seamlessly electronically present selected documents to their clients. Electronic
document presentation not only provides improved
customer service but also costs savings and greater
control over access.
Not only easy for your clients,
easy for your staff
Since it's a CBD solution, it already integrates with
your agency management system, so these published
documents are always within easy reach. No need
for your staff to leave their agency management session
and login to yet another system.
These new advanced workflows require a new approach to
integration. Extranet solutions not only need to
communicate with your agency management system, but also
your client access system and even your document
management system or content management system. CBD has the most extensive catalog of
integration partners including:
● AMS Sagitta ● AMS AfW
● AMS 360 ● BenefitPoint Aptus ● InSure Vision
Technologies ● Artizan CSR24 ● XDTI Nexsure ●
Applied Systems, CBDDoc, CBDScan, and now
of course, ImageRight!
Think of the potential
Secure, intelligent client access to
selected documents, not only can you
electronically present selected documents, you can also choose to be automatically
notified should a client view their dec page right
before renewal.
See what else is new,
and schedule a Web Demo or request more information.
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Is this only available for
CBDDoc Users?
No, CBD Document Publisher can be implemented by any
agency that wants to add management to external facing
documents.
Are clients accessing my
network to view these documents?
No, that's the beauty of Extranet Services;
documents are copied to a secure server outside of the
agency private network. The process is so seamless
that agency personnel may not even realize that the
documents have left the building.
How does this integrate with
other applications?
Integration is twofold, an application can be an
content provider and/or an access provider. Currently
CBD External Services integration partners include the
following applications:
  
Is it required that I have
one of these applications to make use of the solution?
No.
Again, CBD Document Publisher can be implemented by any
agency that wants to add management to external facing
documents.
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