ACORD Video Demos

Take 1 minute and 2 seconds to watch this video showing you what your customer will be able to do with you online using Cap Dat ACORD with our new SehHey enhancements...

 

See more videos of how to get started, how to share, how to create online service and relationships with your insureds and prospects... click here for more video demos .

Agency Management with Cap-Dat ACORD- 6 minutes 33 seconds.

This is our ACORD and Agency Management / Customer Information Management system. It uses powerful tagging and description search technology to give you access you have never seen in any insurance product before.

Pre-Fill Agency and Client Information into Forms - 1 minute 30 seconds
This shows you how to enter Your Business Profile information, your Client Profile information, and then open your forms with that Agency and Client information automatically pre-filled into the forms.


Add Agents to your Agency. Set Sharing/Privacy Settings - 4 minutes 39 seconds.
Learn how to add induvidual agents to your Agency. (You get the first agent included in the original Agency Set Up) Set Sharing and Privacy settings for each agents book of business. Watch the above link for a Flash demo, or...

View in YouTube


View in Viddler - Hi Definition



Learn how to create policy profiles under your Client Profiles.
Learn how to create policy profiles under your Client Profiles. Click the link above for a demo in Flash view on YouTube or Viddler below.

Map It - single click access to Google Maps
Map It gives you single click access to Google Maps. We pass the address from the client profile directly to Google Maps and open the map in a new browser. For many locations you also get street view pictures from Google Maps.

Scanned Signatures Upload and Embedded into Forms - 3 minutes 20 seconds
Add scanned signatures to any Cap-Dat ACORD form - or other Cap-Dat form - that has a signature field.

You can do it yourself anytime at no additional charge.

You can add as many different producer signatures as you need.

Email, Print or Fax the ACORD Form with the scanned signature to anyone, anywhere.

Suspense / Pending systems - 1 minute 39 seconds
Learn how to use our Tagging technology to create a suspense or pending system more powerful and flexible than any other.

Create the Ultimate Renewal Lists
Create renewal lists for any time frame, for the business or for just one producer. Open as an Excel Spreadsheet to sort data in any format or to export data to any other system.





Use Descriptions - 2 minutes 1 second
Learn how to use Descriptions attached to files and folders to make your work go faster.

Move file from folder to folder - 1 minute 6 seconds.
NOTE: This video is still in our previous Look and Feel. We are updating the videos ASAP. Learn how easy it is to move a file from one folder to another folder.

Find and Combine ACORD Forms video - 2 minutes 30 seconds.
The advantage of combining forms is you do not have to remember which forms went together. Your underwriters will love you for this.

Email forms and attachments - 3 minute 51 seconds
Email to as many recipients as you want, as many forms and attachments as you want - from any connection, anywhere.

Document Management - The Paperless Office - 47 seconds.
NOTE: This video is still in our previous Look and Feel. We are updating the videos ASAP. Yes - you can go paperless. You can upload most file types into your customer folders.

Proposals and Coverage Explanations - 3 minutes 37 seconds.
NOTE: This video is still in our previous Look and Feel. We are updating the videos ASAP. After you get a quote, you need to make the sale. Proposals and coverage explanations help.

ACORD KnowledgeBase - 45 seconds.
NOTE: This video is still in our previous Look and Feel. We are updating the videos ASAP. Even ACORD doesn't have this feature. When you don't know what forms are required for a specific state and specific line of business - here is your answer.

Get started right now for $250 a year or $24.95 a month.Sign up for CapDat ACORD now!

Fillable forms only - 5 minutes 45 seconds.
You fill these in on screen and they print just exactly like they look. These can not save the informaiton you put in them unless you have a desktop program - like the full version of Adobe Acrobat or CutePDF. Still very, very useful.