It’s a simple question; if the policy you’re checking is on your
screen, shouldn’t your policy checklist be there also?
The CBD Policy Checklist is the
newest advanced workflow option available to CBDDoc
users. The Policy Checklist Workflow provides agents
with a step by step method of checking policies for
accuracy and documenting discrepancies.
Most existing agency E&O procedures don’t address the
new trend of checking policies from an electronic copy
and therefore should be re-evaluated. The CBD Policy
Checklist helps agents meet this challenge.
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 CBD Policy Checklist uses the proven
delivery, queuing, and notification features of our early document
capture solution, CBD Document Workflow Administrator. Click
here to
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