Help and Support
Have a question? We’re here to help. To receive a quick answer, call us at 800-873-4757 - Monday through Friday, 8:30 am to 6:00 pm, Eastern Standard Time (EST). To view a help file or movie, click one of the links below.
Users Manual
Forms show Sample or data is missing? Click here for help
How to fill-in and save ACORD Forms using the free Adobe Reader (38 seconds)
Combine forms into one PDF file for easy emailing (90 seconds)
How to embed signatures onto ACORD Forms (50 seconds)
How to save copies of forms for record keeping (25 seconds)
How to setup Adobe Reader to work with forms (45 seconds)
Working with Contacts - save time by auto-filling data (58 seconds)
Working with Policies, Payments and Invoices (110 seconds)
How to print reports (58 seconds)
Bring in forms and contacts that have been imported by Choices (102 seconds)
How to merge Certificate templates and Holders - New Feature
Add Scanned Documents and Images to Archives
Save time by allowing your insureds to self-serve their Certificates - New Feature