EBS Selects WorldView, LTD for Document Management Solution.

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Brokerage firm Employee Benefit Specialists, Inc., signs contract with online document management service provider WorldView, LTD. to meet HIPAA requirements and streamline document storage and retrieval processes.

(Omaha, Neb. – June 20, 2005) WorldView, LTD, an Internet based document management software and service provider has been selected by the Denver based brokerage firm Employee Benefit Specialists, Inc. (EBS), as its online document management provider.

As one of Colorado's largest, locally owned benefit consulting and brokerage firms, the move to a paperless system was a necessary one. Accessibility, security and cost were three driving factors in choosing a hosted web-enabled document management solution.

“We analyzed a number of companies and their products, and determined that WorldView could provide the best solution in both cost and performance,” says Brenda Bailey, vice president and controller at EBS. “Their staff did the best job of answering our questions and delivering exactly what we needed.”

Fred Meis, WorldView account executive, worked extensively with Bailey to find the right solution to fit the needs of EBS. The right solution was achieved by integrating WorldView’s document management services, ImageView and ColdView with EBS’s ERP system. This solution allowed EBS to meet HIPAA requirements, manage, store, retrieve and distribute their important documents - all for a fraction of the price of an in-house model.

“EBS had an incredible need to go paperless,” says Meis. “Our estimated return-on-investment during the detailed needs analysis showed EBS’s projected annual costs savings to be more than $72,000. Their ROI is estimated to be realized in just two months.”

The Enterprise Content Management solution’s (ECM) user-friendly, intuitive interface has eliminated hours of filing and paper handling, allowing employees to collaborate and manage documents more efficiently. “EBS handles an extensive amount of confidential paperwork, including section 125 plans,” says Bailey. “With the current HIPAA regulations, it is important for us and our customers that client information is as secure and accurate as possible. In addition, WorldView’s online services have streamlined our filing process, saving us time and manpower resources.”

As of April 1st, EBS has uploaded more than 21,000 COLD and scanned documents via the Internet to WorldView’s secure server. “Eliminating our paper based filing system enables us to have any information we need at our fingertips,” says Bailey. EBS is now able to instantly recall and sort multiple documents and information by any number of methods, including dates, key words or customer identification numbers.

The success of the EBS implementation was attributed to WorldView’s Integration-Plus solution, enabling thorough investigative and individualized solutions for each and every WorldView client. “We had to write extensive database changes, add new database terminology and work with EBS’s third party information system provider to complete the installation,” says Emily Ternus, WorldView IT engineer. “The EBS feedback has been very positive. They appreciate the convenience of document retrieval over the Internet.”

“Anytime you make an investment in software, you hope you are getting what they are selling you,” says Bailey. “WorldView reassured us they would be able to accommodate our needs and they came through on everything they promised.”

“We recently attended the P+W Software conference, and highly recommended WorldView to all of our peers,” says Bailey. “The WorldView product works great, especially in our industry.”


WorldView, LTD. is an Internet based document management service provider offering secure, hosted and in-house enterprise solutions that enable organizations to store, manage and share vital information between employees, vendors, partners and customers. Each month, millions of documents are stored by more than 1000 business professionals across North America, using WorldView's document management service. For more information, visit http://www.worldviewltd.com .


Founded in 1976, EBS is one of Colorado's largest, locally owned employee benefits firms. They provide consulting and brokerage services across the full array of employee benefit plans and programs. EBS takes great care to ensure that their expertise, service and tools & resources are tailored to their client's needs. For more information, visit http://www.clickebs.com .


Jay Buroker

Marketing Manager

WorldView Ltd.


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