Thursday, September 16, 2010

Android Mobile ACORD Forms App Development

Just got back from the Verizon store. What a thrill - not.

But here is what is thrilling. We bought a Droid 2 for our newly formed mobile app team.

I hope we will be the first mobile app for ACORD forms.

The clock has started ticking.

Tuesday, August 10, 2010

Publish ACORD Forms

We have just added a feature that allows you to publish any blank form in Cap Dat ACORD to your website.

Your Benefits

Let your visitors sent you completed forms
Completed form is automatically added to your Cap Dat ACORD system
The data in the completed form can be used in other forms or other programs

Here is a 3 minute and 2 second video of how this works







Or learn more at Simply Easier ACORD Forms Publish Forms

Friday, May 21, 2010

How to Do Business Online - Part 10 of 10

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
See how this is done in this video.

Thursday, May 20, 2010

How to Do Business Online - Part 9 of 10

Create a Policy Record Now That You Wrote the Policy

Now that you have turned a prospect into a customer, add the policy information to Cap Dat ACORD.

Policy information makes these features available...
  • Renewal list
  • Commission reports
  • Payments and payment history
See how this is done in this video.

Wednesday, May 19, 2010

How to Do business Online - Part 8 of 10

Get Your Prospects Signature Using SehHey

Getting signatures online is a constant problem no more using SehHey's collaboration tools. It is easy, safe and secure.
  • Access the documents through the free SehHey account you provide
  • Print the documents needing a signature
  • Sign the documents
  • Scan the signed documents
  • Upload the scanned and signed documents back into the free SehHey account you provide
See how this is done in this video.

Tuesday, May 18, 2010

How to do Business Online - Part 7 of 10

Send a Text Message or an E-mail from Cap Dat ACORD

You can send e-mails or text messages to your prospects from the Cap Dat ACORD messaging center
  • E-mails go to your prospects normal email account
  • E-mails contain link allowing prospect to respond inside the Cap DAt ACORD messaging system
  • Text messages go to their phone
  • Permanent record of all are a part of Cap Dat ACORD Profile
See how this is done in this video.

Monday, May 17, 2010

How to do Business Online - Part 6 of 10

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
See how this is done in this video.