Track Commissions

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.

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.

Demo of Self Service Certificates of Insurance

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.

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.

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.

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.

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.