In working with folks there is always paperwork to complete, proposals and presentations to prepare and give. All this can be done securely and in an organized way inside Cap Dat ACORD.
- Combine and complete ACORD forms and other applications, upload proposals, pictures, spreadsheets, etc to one single source space where all your team members - co-workers - can see and use the same information and documents.
- Our messaging center allows you to keep a complete trail of all emails and text messages with the customer or prospect account and lets you share Customer emails with all members of your team for maximum customer service.
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