Sneak Peak at new Cash Box Feature

I have been doing the final testing and marketing work for our Tuesday, August 18th, 2009 release of our Cash Box program. I thought you might like to get a sneak peak at some of the stuff.

The programs lets you...

1. Take Payments
2. Create and Print Receipts
3. Create and Print Remittance Reports
4. Balances each Cash Box in your agency perfectly

Here are two short videos showing you how to take a payment...

And how to add companies to the company list.

I love releasing new features - especially at no extra cost!

Securely Share ACORD Forms with Prospects and Insureds

With our new SehHey extension of Cap Dat ACORD, you can now let your insured or prospect help you complete ACORD applications securely and privately online.

You can share a same source document - tech talk for you are both working on the same form.

You share more securely than through email and with none of the hassles email can give you with spam filters and attachment sizes.

Take a look at this 2 minute and 34 second video on how easy this can be...

Learn how to get started with Cap Dat ACORD and SehHey here..

Cap Dat ACORD

SehHey with Facebook Coonect

We have added Facebook Connect to our SehHey service as part of our Cap Dat ACORD service. Another great upgrade for no additional cost.

With Facebook connect your insureds can access the information you share with them through SehHey without having to remember another user name or password. They can even add a direct link to SehHey and the information your are sharing with them to their Facebook account so you are still easier to find.

See how this works in the short video..

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?

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.

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.

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.