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.
Thursday, September 16, 2010
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
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.
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
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...
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
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.
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
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
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
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...
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
Subscribe to:
Posts (Atom)