Map It Feature

We have added a Map It feature to your customer profile pages in Cap-Dat ACORD.

On each customer profile page there is now a link to the right of the address saying "Open a Map to This Client". Click on the link and we open Google Maps in a new browser. The address of your customer is automatically transferred to Google Maps. The map opens showing that location.

In many areas Google's Street View is also available directly from the map. This gives you a picture of the property. You can cut and paste the link from Street View into a hyperlink as part of your Customer information. You can them attach this hyperlink to any other document or email sent from the system. This is great for sending information to your underwriters.

See a short video - less than 1 minute - showing this feature.

Map It Video

Agency Profiles and Agent Profiles

We recently released an upgrade which allows you to set up more than one log in account for your Simply Easier ACORD Forms Cap-Dat ACORD account.

Until this update you have been able to have only one log in. You could let as many folks use that log on as you wished - even at the same time. But you did not have the ability to have the return or reply to email address be unique to each user. We felt this was a reason the emailing from within the system was not being used as much as it could be.

So now you get an Agency Profile and one Agent Profile when you set up a Cap-Dat ACORD account. And you can add as many additional Agent Profiles as you want. The Agent Profile includes the ability to enter that agent's specific, unique email reply to address.

The Agent Profile also lets the agent share or make private all the forms and customer information that agent creates for her or his insureds - with one exception. The Agency Profile login will always allow access to all individual agent customer information. After all, the agency holds the insurance company contracts. But other agent log ins will not be able to see you customer information if you do not check your Sharing check box.

New and Revised ACORD Forms for Sept 2008

New ACORD Forms

Maryland

ACORD 851MD - Maryland Personal Property Supplement - Loss from Water and Sewer Backup

New York

ACORD 69NY - New York Personal Property Supplement - Important Flood Insurance Notice

Washington

ACORD 63WA - Washington Application Supplement - Fraud Warning



Revised ACORD Forms

Countrywide

ACORD 63 - General Fraud Statement

Florida

ACORD 134FL - FWCJUA Instructions for Completing ACORD 130 FL & ACORD 133 FL

New Jersey

ACORD 137NJ - New Jersey Commercial Auto

ACORD 138NJ - New Jersey Garage and Dealers

Life/Annuity/Health/Countrywide

ACORD 758 - Life, Annuity and Health Producer Appointment Form

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New ACORD Forms


You can also now save, retrieve, upload pictures and email forms online with our Cap-Dat ACORD Forms.

ACORD Updates for July 2008

Revised ACORD Forms July 2008

Countrywide

• ACORD 301 - National Flood Insurance Program - Flood Insurance Application
• ACORD 302 - National Flood Insurance Program - Flood Insurance General Change Endorsement
• ACORD 303 - National Flood Insurance Program - Flood Insurance Preferred Risk Policy Application
• ACORD 304 - National Flood Insurance Program - Flood Insurance Cancellation / Nullification Form

California

• ACORD 855CA - California FAIR Plan Property Insurance Application for Property Insurance
  

Minnesota

• ACORD 60MN - Minnesota FAIR Plan - Homeowners Application HO 6 Condo Units Owners Coverage
• ACORD 66MN - Minnesota FAIR Plan - Homeowners HO 8 Application
• ACORD 67MN - Minnesota FAIR Plan - Dwelling Fire Application
• ACORD 68MN - Minnesota FAIR Plan - Commercial Fire Application
• ACORD 69MN - Minnesota FAIR Plan - Farm Fire Application

New Jersey

• ACORD 67NJ - New Jersey Insurance Underwriting Association Dwelling Fire Application
  

Life

• ACORD 951 - 1035 Exchange / Rollover / Transfer Form