Sharring forms from your SehMobile phone app

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Learn how to securely share Certificates of Insurance and ACORD Proof of Liability Insurance ID Cards through your agency's SehMobile phone app.

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Sharring forms from your SehMobile phone app

  1. 1. <ul><li>Your Customer Opens Your Free App on Their Phone </li></ul><ul><li>They Select View Certificates </li></ul>
  2. 2. <ul><li>The 1 st Time They Do, They Have to Sign In </li></ul><ul><li>This Sign in is from an invitation you send them to share with you through a free account as part of our service. </li></ul><ul><li>You will have added this customer to our database and added their forms into their Folder. </li></ul><ul><li>You will marked those forms as “Shared” </li></ul>
  3. 3. <ul><li>After the first time logging in, the phone remembers the user. </li></ul><ul><li>The next screen in the app shows a list of all certificates. There can be an almost unlimited number. </li></ul><ul><li>It is important to save the Certificate forms using a name that makes sense to your customer. </li></ul>
  4. 4. <ul><li>Select the Form and These Options Appear </li></ul><ul><li>Select the form by tapping it </li></ul><ul><li>You can view the form on your phone or you can email the form as an attachment to print out from a computer </li></ul>
  5. 5. <ul><li>View Downloads the Form to the Phone </li></ul><ul><li>Here is the Downloaded and Opened Certificate </li></ul>
  6. 6. <ul><li>Selecting Email </li></ul><ul><li>Email the Form Opens this Screen </li></ul>
  7. 7. <ul><li>Change or add “email to” addresses </li></ul><ul><li>Type in your subject line and any message </li></ul>
  8. 8. <ul><li>Click Send </li></ul><ul><li>The System Confirms Delivery of Email </li></ul>
  9. 9. <ul><li>Insurance Id Cards Work the Same Way </li></ul><ul><li>View or Email </li></ul>
  10. 10. <ul><li>A typical Proof of Liability ACORD 50 card for your state looks like this on the phone screen. </li></ul>
  11. 11. <ul><li>Emailing Uses Same Screens </li></ul><ul><li>Email Delivery is Confirmed </li></ul>
  12. 12. <ul><li>Customer Service through Your Phone App Makes You the Easiest Person to do Business With </li></ul>
  13. 13. <ul><li>Contact Duke Williams at: </li></ul><ul><li>800-768-0907 </li></ul><ul><li>[email_address] </li></ul>

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