Here is a video demo of our new Self Service Certificate of Insurance service.
Make you job and your customers life better by letting them manage this function safely and securely, 24/7.
You are still in control and aware of all issued certificates. You just don't have to do the work. And your customer never has to wait on you again.
Sunday, November 29, 2009
Saturday, November 28, 2009
Why Use Self Service Certificates of Insurance
Because you and your insured are better off.
See how in this 1 minute 23 second video..
If you are not already a Cap Dat ACORD user you can sign up here. There is a 30 day no questions asked money back guarantee to take the risk out of your trying the service.
See how in this 1 minute 23 second video..
If you are not already a Cap Dat ACORD user you can sign up here. There is a 30 day no questions asked money back guarantee to take the risk out of your trying the service.
How Your Insured Uses Self Service Certificates of Insurance
Watch this 7 slide show to see how simple it is for your insured to use our new Cap Dat ACORD Self Service Certificates of Insurance.
(click through the slides to get to see a full screen view)
If you are not already a Cap Dat ACORD user you can sign up here. There is a 30 day no questions asked money back guarantee to take the risk out of your trying the service.
(click through the slides to get to see a full screen view)
If you are not already a Cap Dat ACORD user you can sign up here. There is a 30 day no questions asked money back guarantee to take the risk out of your trying the service.
Certificate of Insurance Logs for Your Customer
Your insured using the Cap Dat ACORD Self Service Certificate of Insurance Program will what ot have a permanent record of all certificates she has issued - and you have issued for her.
This 3 slide slide show shows you how simply it is for your customers to view all issued certificates of insurance. They can even see an image of the exact certificate sent.
(Click through the slide to get to a full screen view)
If you are not already a Cap Dat ACORD user you can sign up here. There is a 30 day no questions asked money back guarantee to take the risk out of your trying the service.
This 3 slide slide show shows you how simply it is for your customers to view all issued certificates of insurance. They can even see an image of the exact certificate sent.
(Click through the slide to get to a full screen view)
If you are not already a Cap Dat ACORD user you can sign up here. There is a 30 day no questions asked money back guarantee to take the risk out of your trying the service.
Let Your Insured Add Certificate Holders
With a true Self Service Certificate of Insurance program, you need to allow your insured to add as many new certificate holders as they need.
Of course, you will get a record of these - in fact they will be instantly available to you in your Cap Dat ACORD account.
Take a look at this short slide show to see how easy it is for your customer to add certificate holders themselves.
(click through the image to see the slide show in full screen)
If you are not already a Cap Dat ACORD user you can sign up here. There is a 30 day no questions asked money back guarantee to take the risk out of your trying the service.
Of course, you will get a record of these - in fact they will be instantly available to you in your Cap Dat ACORD account.
Take a look at this short slide show to see how easy it is for your customer to add certificate holders themselves.
(click through the image to see the slide show in full screen)
If you are not already a Cap Dat ACORD user you can sign up here. There is a 30 day no questions asked money back guarantee to take the risk out of your trying the service.
De-Activate Self Service Permissions in Cap Dat ACORD
There may come a time when you need to de-activate a customer's access to self service certificates of insurance.
This 4 frame slide show walks you through just how easy that is.
(Click on the image to get to a full screen view)
If you are not already a Cap Dat ACORD user you can sign up here. There is a 30 day no questions asked money back guarantee to take the risk out of your trying the service.
This 4 frame slide show walks you through just how easy that is.
(Click on the image to get to a full screen view)
If you are not already a Cap Dat ACORD user you can sign up here. There is a 30 day no questions asked money back guarantee to take the risk out of your trying the service.
Tuesday, November 24, 2009
Self Service Certificates of Insurance
We have added Self Service Certificates of Insurance to Cap Dat ACORD.
This is a great feature that can let you provide better service while doing less work - I like that!
Here is a short slide show explaining how to create a self service certificate of insurance template and share it with your insured.
If it is too small to read just click through to my Picasa Web Album and you can run it in full screen mode.
If you are not already a Cap Dat ACORD user you can sign up here. There is a 30 day no questions asked money back guarantee to take the risk out of your trying the service.
This is a great feature that can let you provide better service while doing less work - I like that!
Here is a short slide show explaining how to create a self service certificate of insurance template and share it with your insured.
If it is too small to read just click through to my Picasa Web Album and you can run it in full screen mode.
If you are not already a Cap Dat ACORD user you can sign up here. There is a 30 day no questions asked money back guarantee to take the risk out of your trying the service.
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