How to Complete the ACORD 125 Form

Thanks for the encouragement. I have finished the full set of video tutorials for the "How to Complete" ACORD 125 Commercial Insurance Application.

I separated them into 7 short videos so you would not have to spend too much time waiting for the information you needed. I hope they are useful. We will be doing more on a regular basis.

First Section of page 1 - Agency and Company Information

Second section of page 1, Status of Transaction and Program Policy

Third section of page 1, Applicant name and address

4th section of page 1, Premises Information

Last section of page 1, Nature of Business and Description of Operations

Page 2, General Information and Signatures

Page 3,  Prior Carrier Information and Loss History

I will try to find a more compact organization presentation.

Add People to Cap Dat ACORD

Because you are a real person, and you work with real people, Cap Dat ACORD lets you add PEOPLE to you system. See how to do this in this short video.

ACORD Forms Tutorial - ACORD 125

This is our first pass at putting "how to" videos out on YouTube to help folks learn how to complete ACORD Forms

Much more to come as fast as we can get them done.

Notice we are dividing each form up into it's own sections so no video gets too long or tedious. It does mean you will have to pay attention to the title to get the correct section of the ACORD Form "How To" complete this form video.

Getting Started Video

We keep being asked about what to do once you have signed up for Cap Dat ACORD.

This video should help.

What is Your Relationship With Others

In your work life you have a lot of different relationships with people. Some folks are co-workers, some are clients, some are prospects, some underwriters - you get the idea.

At Cap Dat ACORD we believe you are a real person working with real people and our software service should work exactly that way. Our service should help you have stronger and better relationships instead of isolating you to a computer screen and a cubicle.

So we have added a relationship field for you as a part of the People Profile you create for each person you work with.

You can enter anything you want into the field. Then you can use this to search for groups, etc.

We know you will find ways to use this tool we have not thought of. That is our definition of a good service. You teach it how to work for you instead of you having to learn how to work for it.

Here is a short video showing you how to use the relationship field in Cap Dat ACORD.

Find the People You Need to Work With

I am late getting this video out showing you the new People look up carousel in Cap Dat ACORD.

We know you actually are a real person working with other real people. We thought it would be nice if you could see them this way when you worked with them on your computer. What a novel idea.

Here is a quick video - 1 minute and 30 seconds - showing how it works.



You get to find people by actually recognising them. Then we give you more information faster just under the picture. You can even use it just like a Rolodex.

And the people you work with are not all clients. See our video on how to use relationships in Cap Dat ACORD to work with ALL the PEOPLE you actually work with.

Add Widgets to Your Policy Files

We are making it possible for you to add widgets - also known as gadgets - to your policy file carousel.

You may ask why. Or you may ask what is a widget.

Both good and fair questions.

Widgets are programs and services that other people or companies create which you may find useful. The first example I use is always YouTube and the ability to embed a YouTube video into a web page or document.

This is an example below...

I have embedded the above video using a widget from YouTube.

Watch the video to see how we are letting you use this technology in Cap Dat ACORD.

Soon we will be adding this same function to your profile page. I think you will find that a much more useful place to add many widgets. More on that later.

For now realize that what we are doing is opening up our system to work with an incredible range of services available to you online.