Our customers have told us they really appreciate our online ACORD video demos. Here is our complete collection for your convenience.
Agency Management with Cap-Dat ACORD- 6 minutes 33 seconds.
This is our ACORD and Agency Management / Customer InformationManagement 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.
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 Renewal Lists video – 1 minute 39 seconds
Learn how to use our Tagging technology to create Renewal lists which are more powerful and flexible than any other.
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.
E-Mail forms and attachments – 3 minute 51 seconds
E-mail 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 mostfile 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.
Order the Full Features of Cap-dat ACORD – $24.95 monthly or $250 a year. Instant Access.
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 information you put in them unless you have a desktop program – like the full version of Adobe Acrobat or CutePDF. Still very, very useful.