Thursday, July 30, 2009

Digital ID

TAT - the astonishing tribe - has produced a concept video of a mobile digital ID service that is now possible.

Watch the video. What do you think. What other information might you include in such a virtual ID?

Is this a step towards the Web of Data?



Tuesday, July 28, 2009

How to Fill In the ACORD 25 Certificate of Liability Insurance

Here is the latest in our video tutorials on how to fill in ACORD forms. This is for Certificates of Liability Insurance.

Please use it, copy it, embed it all you want.



Wednesday, July 8, 2009

Early Feedback on Collaboration with SehHey

We have had some early feedback on our release in late June of our SehHey service which allows all our Cap Dat ACORD users to share ACORD forms and any other digital information with their insureds, prospects and underwriters.

As a brand new concept we expected it to take some time to evangelize and educate. We have been very pleased that so many of you have tried it out.

My suggestion is you set up a test profile with your email address and invite yourself to share some files.

We will be putting out our second update this Friday - not bad adding new features once a week.

We are improving the messaging so messages you send from inside SehHey can be responded to from the email but still kept track of in the SehHey and Cap Dat ACORD messaging center. They are also now tracked in an enhanced Email Log.

We are making opening shared items a one click task - it started as a double click.

We are moving the screen around based on the comments we have received to be more intuitive.

Thanks for everyone's feedback. And a special thanks to all you early adopters.

We already the list for next weeks release to work on, but please keep those cards and letters - OK comments and emails - coming. We will keep at this until it blows everyone away.

Tuesday, July 7, 2009

More Good Twitter Ideas

Dan London's post on How Small Business Can Effectively Use Twitter makes four useful points.

  1. Announce Specials - yes you can find a corollary in the insurance world.
  2. Stop sending canned Direct Messages to thank followers. Try coupons - I know about rebating - but surely you can find something of value the person can get - a t-shirt with your agency log is great advertising.
  3. Move customer service from reported on Twitter to responded to in email.
  4. Use services like Tweetie to track your "brand"

Take a look at Dan's About Me page. I think he has earned the listen.

Monday, June 22, 2009

SehHey Social Tools Added to Cap Dat ACORD

Today you will notice we have made some changes to your Cap Dat ACORD service.

FIRST - YOU HAVE NOT LOST ANY INFORMATION
SECOND - THE PROGRAM NOW OPENS TO PROFILES - BUT YOU CAN GET TO WORKSPACE BY SIMPLY CLICKING ON THE WORKSPACE TAB


We have added a fantastic new feature to all our Cap-Dat ACORD users accounts – and at no cost. SehHey – the first ever social application for the insurance industry.

Take a look at this 62 second video to see how your insureds can work with you with this new feature...


Now You Can Be More Competitive

  • Your insureds need to be able to get forms from you to renew licenses.
  • They need to report a claim when it happens.
  • They need to be able to ask you to add a new car to their policy.

To get these things done with you do they have to call you during business hours – or even have to come to your office?

This costs both them and you time and money. Plus it really is not very convenient for your customers.

Insurance buyers expect to be able to get the things they need from you when they need them. Your direct writer competition provides this and you are losing customers because you don’t.

SehHey lets you provide all this and more online, 24/7/365 to all your insureds.

Visit our website to learn a great deal more about just how easy it is to dramatically improve your customer service…


SehHey is the first ever social application tool for the insurance industry. It looks and works like nothing you have ever seen in insurance automation. It even works on the i-phone.




Thursday, May 21, 2009

"How To" Videos for Your Web Site

I have been speaking a great deal recently encouraging agents to create "how to" videos about insurance to post on YouTube.

Why? YouTube is the second most used search engine. The reason is it answers the question "how to?".

It is a great way to be found, plus it is a real service, plus it is a way to cerate a personal interaction with your site visitors - you know - customers and prospects.

I found this example today...


I bet you can do as well or better. Take the challenge.


Sunday, April 26, 2009

How to complete the ACORD 126 Schedule of Hazards Section

Our most recent tutorial - how to complete the ACORd 126 Commercial Genreal Liability Schedule of Hazards section.





I hope this is helpful to you.