Once you have the client on screen just click the "Add New Form" button and pick from over 500+ ACORD forms. A PDF will display in your Adobe Acrobat reader. Your Client's name and address are pre-filled as well as your own Agency's info. Fill in the data on the form and click "Save". Your data will be saved to our secure servers so you can recall the saved form at any time to make changes or reprint or whatever.
You can make copies, fax, print or email your forms. The ACORD forms data is correlated and stored for easy location and retrieval on our servers. Some vendors make you create a folder for all your form storage. What a nightmare trying to find your work! We group all of your forms on your client screen so they're easy to find. You can sort them by date or form name with just a click.
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