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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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

Contact Duke Williams at:

800-768-0907duke@sehhey.com

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