Soundbytes - Rick Slater, general manager, CDL

What does the product do?

CDL Office Integration does exactly what the name suggests: it enables brokers to access Microsoft Office applications from within the CDL Classic operating system. This means users can extract data from policyholder records and use this information in either ad hoc or generic Word templates.

The integration works both ways, so issued Word documents can then be attached to policyholder records on the CDL system.

In what ways does your product benefit brokers?

For commercial

Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.

To access these options, along with all other subscription benefits, please contact [email protected].

You are currently unable to copy this content. Please contact [email protected] to find out more.

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