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