ACORD Forms are standardized forms used by insurance agents and insurance companies throughout the United States. ACORD Form standards are set and maintained by ACORD, a non-profit organization supported by insurance agencies and companies (http://www.acord.org). Choices Software, Inc. is an authorized ACORD Form distributor. Choices adds value to ACORD Forms by allowing the forms to be filled-in, saved, retrieved, and emailed using the free Adobe Reader software.
The most commonly used insurance form is the Certificate of Insurance. Certificates can be easily issued and managed using Choices software. Certificates can be filled-in, saved and emailed using the free Adobe Reader. Any Certificate can also be used as a template to merge with a holder list (similar to a Word document mail-merge).
Certificates do not have to be re-typed at time of renewal. A user can change the dates and policy numbers once, on a template, and then re-issue all of an insured's Certificates with a single click. The Certificates can be automatically signed. A Holder List report can also be viewed, saved and emailed.
Click the links below to view a demonstration of how this works:
Save time by allowing your insureds/clients to self-serve Certificates. Ask us about this new option.
Scanned signatures can now be added to ACORD Forms, allowing users to submit forms directly from Agency Anywhere without requiring that a producer sign the forms by hand.