Online 24/7/365 Customer Service Made Easy with SehHey - Self Service Certificates of Insurance
After you have made the sale you customer will still need to get things from you.
A Certificate of Insurance is a common need for business accounts. Cap Dat ACORD uses the SehHey collaboration to provide you a great Self Service Certificate of Insurance options.
Better customer service
Less work for you
You are still in control and have a permanent record of all certificates issued
Happy customers who can get what he needs anytime he needs it
Share Applications and Proposals with Your Prospect
When you are ready to present a proposal to your prospect you can share the proposal with them using SehHey Lite Connect. This gives each of you the benefits of online collaboration without the inconvenience to your prospect of making them create yet another account. SehHey Lite Connect benefits include...
Securely share documents, presentations and applications online
Allow your prospect to upload addtional documents or other files you may need to close the sale
Account access times out after 30 days
You can convert this to a full SehHey account at any time in the future when you make the sale and need to provide 24/7/365 online service
Cap Dat ACORD's collaboration platform - SehHey - lets you submit your applications to your underwriters in a professional and secure manner. Benefits of using SehHey collaboration include...
Avoid Firewall and e-mail attachment size issues
Keep private information secure and compliant with privacy laws
Keep a single source of all documents and other data or files
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.
During your conversations with your prospect you will make committments about the next steps you will take and a timeline for those steps. Cap Dat ACORD Reminders helps you keep these committments. You can...
Set e-mail Reminders to follow up
Assign Reminders to yourself, co-workers, multiple people for any given task
Use e-mail Reminders to send scheduled e-mails to clients and prospects
