You can do basic commission tracking with Cap Dat ACORD. We added this last week.
Over the next several months we will be adding to this basic functionality to allow you to do more - like track the producers share of the commission and run reports based on more criteria.
But a start is always better than no feature. Enjoy.
Friday, February 19, 2010
Thursday, February 18, 2010
Import Data from Other Systems
Here is a quick video showing how easy it is to import data from other systems into our Certificate Center.
This allows you to get access to current forms - like the new ACORD Certificates of Insurance - faster and sooner than they may be available in your agency management systems.
A concern may be potential E&O exposure from using another system. We're way ahead of you on that. Everything you do in our Certificate Center creates a permanent log including a permanent image of the actual certificates you have issued. See our earlier posts on our Certificate Center features for a closer look.
Plus, for no extra cost, our Certificate Center includes Self Service Certificates - a secure and private way for you to allow your customers to get what they need from you 24/7/365.
This allows you to get access to current forms - like the new ACORD Certificates of Insurance - faster and sooner than they may be available in your agency management systems.
A concern may be potential E&O exposure from using another system. We're way ahead of you on that. Everything you do in our Certificate Center creates a permanent log including a permanent image of the actual certificates you have issued. See our earlier posts on our Certificate Center features for a closer look.
Plus, for no extra cost, our Certificate Center includes Self Service Certificates - a secure and private way for you to allow your customers to get what they need from you 24/7/365.
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