How to Do Insurance Business Online
Accomplish the Same Things from Your Online Office with Your Customers and Prospects as You Would if They Were in Your Physical Office
Let's take a look at how Cap Dat ACORD is used to work with a new prospect and turn them into a customer, then how you continue to use it to provide great customer service.
Start with meeting a new prospect.
Customer / Prospect Profiles - Know Who You Are Working With
When you have a new prospect the first step is to create a new Profile. Cap Dat ACORD Profiles...
- Maintain each customer's data and related emails in an organized, single view
- Make all information accessible to all members of your team - you control access permissions
See how this is done in this video.
Notes - Know What Was Said
As you work with your prospect you will keep notes about meetings and phone calls. Cap Dat ACORD Notes...
- Keep and archive all notes about meetings and conversations
- All information accessible to all members of your team - you control access permissions
- All notes are permanently archived, including each version of every note
See how this is done in this video.
Reminders - Follow Up and Keep Your Commitments
During your conversations with your prospect you will make commitments about the next steps you will take and a timeline for those steps. Cap Dat ACORD Reminders helps you keep these commitments. You can...
- Set e-mail Reminders to follow up
- Assign Reminders to yourself, co-workers, multiple people for any given task
- Use e-mail Reminders to send scheduled e-mails to clients and prospects
See how this is done in this video.
Complete Applications and Proposals
In working with folks there is always paperwork to complete, proposals and presentations to prepare and give. All this can be done securely and in an organized way inside Cap Dat ACORD.
- Combine and complete ACORD forms and other applications, upload proposals, pictures, spreadsheets, etc to one single source space where all your team members - co-workers - can see and use the same information and documents.
- Our messaging center allows you to keep a complete trail of all emails and text messages with the customer or prospect account and lets you share Customer emails with all members of your team for maximum customer service.
See how this is done in this video.
Send Applications to Your Underwriter
Cap Dat ACORD's collaboration platform - SehHey - lets you submit your applications to your underwriters in a professional and secure manner. Benefits of using SehHey collaboration include...
- Avoid Firewall and e-mail attachment size issues
- Keep private information secure and compliant with privacy laws
- Keep a single source of all documents and other data or files
See how this is done in this video.
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...
- Securely share documents, presentations and applications online
- Allow your prospect to upload additional 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
See how this is done in this video.
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
- 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
See how this is done in this video.
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.
- 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
See how this is done in this video.
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...
- Renewal list
- Commission reports
- Payments and payment history
See how this is done in this video.
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.
- 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
See how this is done in this video.
Other Benefits of Cap Dat ACORD Customer Management
- No installation hassles - it is all online
- One web address book for your entire company
- All Customer's data and emails in a single customer view
- Safe and secure data storage
- We do daily backups of all data
- Access from anywhere and from most devices
Share Customer information including policies, forms, applications, emails, notes and reminders with all members of your team for maximum customer service.
Get Instant Access Now
All this for the price of $250.00 a year or 12 monthly payments of $24.95 for one agency and one agent log on.
You can have as many people log on using the same account as you want - even at the same time.
If you want each agent to have their own unique profile in the system, each agent can be added for $4.95 a month. The major benefit of a unique agent profile is it allows each agent to...
- Share his customer information with only those he grants specific access permission (the Agency owner account always has access and cannot be blocked)
- Each unique profile is able to enter their own regular email address so emails from the system go to them. This is important especially for Reminders
Start getting all the power and benefits of Cap Dat ACORD and SehHey now. Sign up here for instant access.
If You Still Haven't Decided, Consider This:
- Almost all Americans go to the bank's branch location to set up a new account - over 95% in 2009.
- Once they have the account set up, almost all these same people never go back. They expect to be able to get the service they need online.
- Almost all Americans went to an actual insurance agency to buy their new insurance policy - over 95% in 2009.
- These same people have learned to expect online customer service after that first visit. Allstate, Nationwide, State Farm, Farmers, and GEICO all provide that online agency office where their customers can get things done. Do you?
Start getting all the power and benefits of Cap Dat ACORD and SehHey now. Sign up here for instant access.