Library Maintenance

If you’re a Carrier or MGA looking for a cost-effective and efficient means of managing, and distributing electronic forms to multiple agency locations running Oracle Documaker (Docucorp/PPS), we can help. DocVentive provides a fixed-price Library Maintenance program that enables organizations to offload mundane administrative functions such as forms-maintenance and focus on core competencies such as managing customers and risk.
Library Maintenance

Our Process

  1. Agency lists are provided to DocVentive to indicate which agencies receive library updates. The Carrier/MGA works with DocVentive to provide updates to this listing throughout the Library Maintenance contract period as agents are added and removed.
  2. The Carrier/MGA and all agencies are granted access to DocVentive’s cloud-based AgencyDisk service, though which library updates are provided.
  3. DocVentive works with the Carrier to develop a pre-set schedule of release dates throughout the year.
  4. The Carrier/MGA submits questionnaires for all maintenance requests to DocVentive to indicate the type of changes, applicable companies, lines-of-business, and other pertinent information necessary to perform library maintenance.
  5. DocVentive updates the library according to the specifications that have been provided by the Carrier/MGA.
  6. DocVentive provides a cloud-based sandbox for the Carrier/MGA to unit-test library updates.
  7. Once approved by the Carrier/MGA, DocVentive distributes the library updates via their cloud-based AgencyDisk service or via CD (additional charges apply).

What’s Included

  • Minor form revisions to existing forms in existing lines-of-business.  Major revisions shall be deemed as new composition or conversion and will be billed at standard composition or conversion rates.
  • Addition of or changes to existing variable data fields per specifications provided by the Carrier/MGA.
  • Updates to the forms-reference table that drives the forms-selection for applicable forms by company and line-of-business.
  • Configuration and testing as necessary to implement form changes and/or revisions to the library.
  • Four (4) releases per calendar year.  Dates are pre-determined by the Carrier/MGA and DocVentive when the maintenance process commences.

What’s NOT Included

The following are NOT INCLUDED in Library Maintenance pricing, but available at standard time-and-materials rates via DocVentive’s Library Development program:

  • Creation or conversion of new forms to be included in the library.
  • Addition and/or changes to calculations, scripting, tables, INI files, help files, or table files.
  • Addition of variable fields to new forms.
  • Extra releases beyond the standard four (4) included per calendar year.

Contact us today learn more and obtain fixed-pricing information.

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