ACORD Video Demos

Our customers have told us they really appreciate our online ACORD video demos. Here is our complete collection for your convenience.

Agency and Customer Information Management with Cap-Dat ACORD- 5 minutes 46 seconds.
Our breakthrough Agency and Customer Information Management system using Tagging, Descritpion and Search technology to give you the power to control your own way of doing business.

Automaticall Pre-Fill Agency & Client Information into Forms 1 minute 30 seconds.
This shows how to enter Your Business Profile information, your Client Profile information, and open your forms with that information pre filling the Agency and Client sections.

Scanned Signatures can be Embedded in 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 create a suspense or pending system using our tagging technology.

Use Descriptions - 2 minute 2 seconds
Learn how to attach descriptions to files and folders to make your work go even faster.

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 - 1 minutes 29 seconds

E-Mail to as many recipients as you want.

E-Mail as many forms and attachments as you want.

E-Mail anything from the Document Management uploads that you want.

E-Mail from anywhere in the world since we use our web based mail servers from within the Cap-Dat ACORD system.


Order the Full Features of Cap-dat ACORD - $19.95 monthly or $197 a year. Instant Access.




Return to Home Page from ACORD Video Demos