Policy Information Management

 Client/Policy Summary Screen – Print Forms/Letter  - ACORD™ Forms

ACORD™ Forms:

If you want to fill in and print a new ACORD form for your client, click on “Accord Forms” from the Categories section. InsurancePro will give you a list of different forms that you can generate in the “Available Forms” list. You can either double click on the form that you would like to generate, or single click and then click on “Select”.

InsurancePro will pull up the form, with most of the information already filled in! You can edit any of the field. Just use the “Tab” key on your keyboard to browse through the fields. Notice the menu on the top right corner. You can choose to print the form once you have filled in all the fields. You can also choose to switch between pages, if the ACORD form has more than one pages.

Once you are finished, you can click on “Close” from the menu to exit out of the screen. But before you exit, InsurancePro will ask if you want to save the form. If you choose “Yes”, InsurancePro will save the form for you, with all the changes you made, so that you can pull it up later.

The following Lists all the ACORD Forms are built into InsurancePro with the option to automatically fill in customer information:

·         Additional Interest

·         Agent of Record Change

·         Auto ID Card

·         Auto Loss Notice

·         Cancellation Request

·         Certificate of Liability

·         Certificate of Property

·         Commercial Application

·         Commercial General Liability

·         Commercial Property

·         Dwelling Application

·         Garage and Dealers Section

·         General Liability Loss

·         Homeowners Application

·         Insurance Binder

·         Personal Auto Application

·         Property Loss Notice

·         SR-22 Form

·         Umbrella Section

·         Workers Compensation

You also get access to all 500+ ACORD forms through InsurancePro. You can view, print, save or email any ACORD form. 

Save As:

You can save a new copy of a filled-out ACORD form by opening the form and choosing "Save As" from the main application menu (indicated by the red circled area in the screenshot below):

Certificate Holder:

In some ACORD forms, you have a section to add a certificate holder. InsurancePro allows you to automatically fill in information about certificate holders in such forms.

You will have to click on the “Select” button on the forms where it is available. It will bring up the Certificate Holder selection menu, and all you have to do is to choose the certificate holder, and click “OK”. InsurancePro will automatically fill in the information about the Certificate Holder. You have two options to select a Certificate Holder. If you choose “List ONLY for Client”, then InsurancePro will display Certificate Holders already associated with the policy. There might be entries for other Certificate Holders in the database, but not associated with this policy, which you can access by choosing “List ALL Cert. Holders”.

To learn about how to add Certificate Holder information about a policy, click here.

Note: InsurancePro always generates ACORD forms for a particular policy, therefore before you can generate or print an ACORD form, you MUST have the client’s information already stored in InsurancePro. First you will have to look up the client’s policy details. Once you are in the “Client Summary” screen, click on the button “Print Forms/Letters”.