Sunday, April 26, 2009

How to complete the ACORD 126 Schedule of Hazards Section

Our most recent tutorial - how to complete the ACORd 126 Commercial Genreal Liability Schedule of Hazards section.





I hope this is helpful to you.

Sunday, April 19, 2009

How to Complete the ACORD 126 General Liability section

Here is the next installment of our How to Complete an ACORD Form series. This is for the agency, applicant and coverages sections on page 1 of the ACORD 126 Commercial General Liability section.

Wednesday, April 15, 2009

Getting Started with Social for Business

Yesterday I had the pleasure and privilege of talking with at a Chat and Chew luncheon with the North Carolina Automobile Insurance Agents Association. I talked to them about my experience with using social networking, social media and social online tools. I hope I was helping them get an understanding of how to use these tools for their business.

Today I was catching up on Chris Brogan's blog and found these two very timely posts.

The first titled Its Just as Difficult as it Seems speaks to the truth that this is real work. But I feel enjoyable and worthwhile work.

The second, titled If I Started Today gives good suggestions from an very experienced source on what to think about as first steps.

I will be writing more about this very soon, but this is a great approach for now.

Friday, April 10, 2009

Cap Dat ACORD on the i-Phone

Yesterday I got my first Apple i-Phone. One of the first things I did was try out Cap Dat ACORD on it. I was more than pleased, I was blown away.

Here is a very poorly focused video showing how well it works. I hope you get the idea...




Now you can have all you customers information accessible to you anytime, anywhere on your phone. You can do everything on the phone you can do from your PC except upload new items into the document management system.

And this is only going to get better.

Tuesday, April 7, 2009

How to Complete the ACORD 125 Form

Thanks for the encouragement. I have finished the full set of video tutorials for the "How to Complete" ACORD 125 Commercial Insurance Application.

I separated them into 7 short videos so you would not have to spend too much time waiting for the information you needed. I hope they are useful. We will be doing more on a regular basis.

First Section of page 1 - Agency and Company Information





Second section of page 1, Status of Transaction and Program Policy





Third section of page 1, Applicant name and address




4th section of page 1, Premises Information





Last section of page 1, Nature of Business and Description of Operations






Page 2, General Information and Signatures






Page 3,  Prior Carrier Information and Loss History






I will try to find a more compact organization presentation.

Monday, April 6, 2009

Add People to Cap Dat ACORD

Because you are a real person, and you work with real people, Cap Dat ACORD lets you add PEOPLE to you system. See how to do this in this short video.


Sunday, April 5, 2009

ACORD Forms Tutorial - ACORD 125

This is our first pass at putting "how to" videos out on YouTube to help folks learn how to complete ACORD Forms




Much more to come as fast as we can get them done.

Notice we are dividing each form up into it's own sections so no video gets too long or tedious. It does mean you will have to pay attention to the title to get the correct section of the ACORD Form "How To" complete this form video.

Saturday, April 4, 2009

Getting Started Video

We keep being asked about what to do once you have signed up for Cap Dat ACORD.

This video should help.