Many agency management systems can easily produce a machine-readable ACORD PDF. We are thrilled to announce the general availability of the ACORD Upload. This will simplify the process for renewals and other businesses where the agent has a pre-existing ACORD application handy. We currently only support the upload and download 125, 126 (General LiabilitY), and 130 (Workers Compensation).
UPLOADING ACORD FORM(S)
Agents will be able to create an application for a quote by simply uploading their ACORD form(s) they want to get a quote for. Our system supports the latest version of the pdf that ACORD Organization supports.
Agents will be able to click on the three dotted menu to get to the acord upload screen. From here, you will be able to drag & drop or upload your ACORD forms.
STARTING THE QUOTE APPLICATION
Once agents have uploaded the ACORD forms the need for the application and hit the button to start the quote, you will be able to see the questions that were pre-filled from the ACORD form. Each question that is pre-filled will indicate what form the question was answered from. There will still be some questions the agent needs to fill in and review.
REVIEWING THE QUOTE
Once the agent has completed the application form and is on the quote presentation page, the applicable forms will be available for download. Anything that was edited from an ACORD form that was uploaded will be edited on the download to match updates.
The agent will also be able to download the applicable ACORD forms from the application card within the dashboard as well.
