Features

ACORD Forms Anywhere

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.

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Agency Management Anywhere

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.

Choices Real Time™

Choices Real Time™ enables you to eliminate repetitive tasks such as website logins and web page navigation, and increase your productivity easily and securely. Many insurance company websites now support direct bill and claims inquiries, and viewing of policy details. With Choices Real Time™, you can access these insurance company websites and view policy information in real time with one click of the mouse.

Click here to view a demo of Choices Real Time™ and see how easy it is to save yourself up to an hour a day, or click here to install it now. Unlimited use of up to three real time connections is completely free.