Self Service Certificates of Insurance

We have added Self Service Certificates of Insurance to Cap Dat ACORD.

This is a great feature that can let you provide better service while doing less work - I like that!

Here is a short slide show explaining how to create a self service certificate of insurance template and share it with your insured.

If it is too small to read just click through to my Picasa Web Album and you can run it in full screen mode.



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.

Now Share Files from Workspace

When we added Sharing with SehHey, a lot - and I mean a lot - of you called and asked why you could not share files from your folders in Workspace.

Well, we listened and now you can.

I hope this makes thousands more of you start to use this great new feature.

Why Share Files Instead of Emailing As Attachments?

1. Email attachments can create problems with allowable size limits for attachements There is no size limit on shared files.
2. Email can get caught in Spam Filters. Especially if there are links or embedded programs in the email. This is no problem with sharing in SehHey.
3. Email is not really very safe and secure. All files shared in SehHey are behind a log in and protected by SSL security.
4. With attachments, everybody makes changes to a document and then they are all out of sync. With sharing in SehHey, everyone is working on the same document so it stays in sync as a single source.
5. Attachments are in your inbox and after a while can be hard to find. Sharing with SehHey gives you a simple, secure and ORGANIZED space where it is never hard to find your shared items.

Best of all, SehHey gives you the ability to let your customers self service themselves for all kinds of documents they may need. Proof of insurance comes to mind.

Enjoy sharing with Sehhey.

New Release Questions

Questions we have been asked since putting out a new release today...

Q - To get from People to Workspace or to Blank Forms do I have to log in again?

A - No. You can always get to any part of the program from anywhere in the program. The new log in options are there to give you control of where you start in the program.

After we changed the start page from Workspace to Profiles, we had a lot of feedback from folks who had created a bunch of folders in Workspace but had not yet created People Profiles. This change is for all of those folks so they don't have to go to People first and then to Workspace every time they log in. It is a step saver.

Q - What happened to the Tabs?

A - We replaced them with smaller drop down menus. This lets your page load a lot faster. The tabs were also starting to get crowded. This gave us more space for more new functions.

Q - What is happening with Certificates?

A - We have create the first phase of a new Certificate Center. By late next week we should have it entire re-working of this done.

We are making this change to make the Certificate process more intuitive and to add Self Service Certificates.

I understand we had one feature disabled on printing a certificate from Certificate Holders that had no Certificate Holder selected. We are fixing that tonight. Sorry.

Let us know if you are having any other issues. I know change is annoying, but we are working based on your suggestions to make this a great service to fit your needs. We truly appreciate your feedback and your using our service.

Sneak Peak at New Log In and Navigation Tools

Tomorrow - Oct 5th, we will be releasing a new look and feel. We think you will like it - it gives you more control over you experience and how you use our service.

We have new log in options that let you choose where you start - what page you open first.

Here is a text explanation with pictures - http://accu-raterinc.com/help_pages/capdatacord/new_log_in/New%20Log%20In%20Options.html

Here is a very short - 47 second video

Here is a text explanation of our new task navigation toolbar in the Workspace area...

http://accu-raterinc.com/help_pages/capdatacord/new_task_navigation/Cap%20Dat%20ACORD%20Task%20Toolbar.html

And here is a text explanation of our new Workspace navigation...

http://accu-raterinc.com/help_pages/capdatacord/new_workspace_navigation/Cap%20Dat%20ACORD%20Navigation%20Toolbar.html

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..