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.