We can help you to auto populate ACORD forms with opportunity and policy data from your AMS and also accept modified forms back to update your AMS records. Autofilling ACORD forms is probably one of the most important needs of the agents looking at the number of forms and the length of the forms. Since data to be filled in the forms is already captured in agency management systems therefore it is double work to fill the same in the forms manually. Programmatically data can be filled in the forms. Also when data updates are made in the forms, the same data needs to be submitted back into Agency management system. With ACORD eForms this process has become easier. We work with several insurance software development companies to assist them in implementation of ACORD eForms and other agency management features like Policy downloads, commission downloads, insurance accounting to name a few.
More on ACORD eForms
Earlier ACORD forms were static, they were fixed in fields, were non-interactive and filling data in them was done in a hard way. It was not possible to display the PDF forms in browser for user to type right in there and submit the forms. One needed to use libraries like pdftk to put data into such form fields. Mapping of agency management system fields to internal names of the pdf fields was necessary to locate the field and fill data in there. With ACORD eForms static nature of the forms has been changed to dynamic. ACORD eForms can be embedded in the browser now, fields have standard eLabels associated which makes it easier to map them to the Agency management system fields, field behaviour can be extended like data in dropdowns can be filled-in, on selection of a value some interactive action can be taken (like on selection of a producer name his/her digital signatures can appear in the form), on Save form data can be submitted back to a custom URL to save the changes back into your agency management system. One can save the form, copy the form for same or another customer, export the form as a read-only static PDF (populated with data), delete the filled forms, digitally sign the forms (for both customers and producers) and accomplish more with ACORD eForms. End users of eForms (like customers and agents) may obtain them through agency management systems or from forms providers or carriers. Insurance software developers who develop systems that need to incorporate eForms may obtain them through ACORD’s eForms redistribution program. Write to us today at our development email id email@example.com to implement ACORD forms in your agency management system.