Thursday, July 30, 2009

Digital ID

TAT - the astonishing tribe - has produced a concept video of a mobile digital ID service that is now possible.

Watch the video. What do you think. What other information might you include in such a virtual ID?

Is this a step towards the Web of Data?



Tuesday, July 28, 2009

How to Fill In the ACORD 25 Certificate of Liability Insurance

Here is the latest in our video tutorials on how to fill in ACORD forms. This is for Certificates of Liability Insurance.

Please use it, copy it, embed it all you want.



Wednesday, July 8, 2009

Early Feedback on Collaboration with SehHey

We have had some early feedback on our release in late June of our SehHey service which allows all our Cap Dat ACORD users to share ACORD forms and any other digital information with their insureds, prospects and underwriters.

As a brand new concept we expected it to take some time to evangelize and educate. We have been very pleased that so many of you have tried it out.

My suggestion is you set up a test profile with your email address and invite yourself to share some files.

We will be putting out our second update this Friday - not bad adding new features once a week.

We are improving the messaging so messages you send from inside SehHey can be responded to from the email but still kept track of in the SehHey and Cap Dat ACORD messaging center. They are also now tracked in an enhanced Email Log.

We are making opening shared items a one click task - it started as a double click.

We are moving the screen around based on the comments we have received to be more intuitive.

Thanks for everyone's feedback. And a special thanks to all you early adopters.

We already the list for next weeks release to work on, but please keep those cards and letters - OK comments and emails - coming. We will keep at this until it blows everyone away.

Tuesday, July 7, 2009

More Good Twitter Ideas

Dan London's post on How Small Business Can Effectively Use Twitter makes four useful points.

  1. Announce Specials - yes you can find a corollary in the insurance world.
  2. Stop sending canned Direct Messages to thank followers. Try coupons - I know about rebating - but surely you can find something of value the person can get - a t-shirt with your agency log is great advertising.
  3. Move customer service from reported on Twitter to responded to in email.
  4. Use services like Tweetie to track your "brand"

Take a look at Dan's About Me page. I think he has earned the listen.