There is no need to install any software and all forms can be accessed immediately. The free Adobe Reader software is required, however it is already pre-installed on most new computers. Subscribers have access to all latest edition property-casualty ACORD Forms, plus invoices, receipts, and proposal forms.
All forms can be filled in, saved, retrieved and emailed using the free Adobe Reader. Any combination of forms can be combined into one PDF file and e-mailed. Common information can be auto-filled to forms. Any form can be easily duplicated with a single click of the mouse. For a small additional fee, producer signatures can be automatically placed on forms prior to printing or emailing.
All forms can be accessed simultaneously by multiple users from anywhere. The forms are free during the 30 day trial period. There is no need to sign a contract and there is no need to provide credit card information.
Easy to use
Our forms are easy to find and use. You can select a form by category - such as frequently-used, state-specific, commercial lines, etc. Alternatively, you can search for any form by number, state or form name.
Agency Management Anywhere lets you manage your agency from anywhere in the world securely, easily, and in real time. Install it once at your home office in five minutes or let us securely host it for you, and enable unlimited user access to your data from any location.
Share critical information
You can fill-in, save, retrieve, combine and e-mail ACORD Forms and other documents; and share them in real time over your local network or the Internet. Common information can be auto-filled to forms. Any form can be easily duplicated with a single click of the mouse. For a small additional fee, producer signatures can be automatically placed on forms prior to printing or emailing.
Agency Management Anywhere helps make your work life easier with features such as:
- Integrated contact management
- Automatic Reminder system
- Data changes are broadcast to simultaneous uses - in real time
- Automatic updates to latest edition ACORD Forms
- Saving and retrieving to an included SQL database
- Multi-user access (1-2,000+ users)
- Saving forms and data with free Adobe Reader
- Embedding data into PDFs for easy mailing
- Combine any combination for forms into one PDF file
- Rich user interface
- Robust security
- Terminal Server or Citrix are not required
Certificates Anywhere is for professionals who issue and manage Certificates of Insurance. Using Certificates Anywhere you can instantly update data across any sub-set of Certificates at the time of renewal. Certificates Anywhere is included with Choices' online ACORD Forms. No installation is required.
Ask us about the new Certificates Anywhere option that allows users to self-issue Certificates, saving time and money for both you and your insureds. The cost to include self-served Certificates is an additional $150 semi-annually per agency.