Agency Anywhere Login
View the information below, then click one of the following two links.
- New Contact
- Edit Contact
- Duplicate Contact
- Delete Contact
- Relate Contact to another Contact
- Search by Contact name
- Search by other information
- Create new form
- View saved forms
- New Form
- Edit Form
- View Form
- Edit Form Description
- Duplicate Form
- Delete Form
- Email Form
- Email Combined Forms
- Password protect forms
- Move form to another Contact
- Search Forms
Choices' online solutions are now hosted by Softlayer (an IBM Company)
Choices online software is now hosted on Softlayer servers. Per the New York Times: "Last year, IBM paid $2 billion to buy Softlayer, a cloud company with 13 data centers. IBM already had 12 data centers of its own, in the United States and overseas, for a total of 25. The smallest of these contains over 16,000 servers, and most are significantly larger." The recent migration to Softlayer provides a solid foundation from which Choices can provide improved and enhanced services to its customers.
Now Windows XP, Vista, 7, 8 compatiible, and Apple Macintosh compatible - No installation required
All Choices Software programs are now Windows 8.x compatible. Our online software is now also compatible with the Apple Macintosh and the Safari browser
Adobe has come out with a free update to Adobe Reader that: (1) fixes the problem of forms opening slowly and (2) supports enhanced http security while opening PDF forms. If you would like to install this update, close your browser and open Adobe Reader as an application by choosing Adobe Reader from the "Start/All Programs" pop-up in the lower left corner of your screen. Then choose "Check for Updates" from the Help pull-down menu at the top right. After the download and installation is complete, open Adobe Reader and select "About Adobe Reader X..." from the Help pull-down menu. A dialog should appear showing "Version 10.1.3".
About Sharing Your Work
The default setup of Agency Anywhere webclient allows you to save and retrieve your own work, based on your email address and password. However, it is also possible for members of an insurance agency to share their work with each other (similar to sharing a file cabinet).
If you would like to share your work with other members of your insurance agency, just email us at email@example.com requesting that your agency share one data source. We will take care of the rest. It is important that this decision be made early, because it would be expensive to combine data at a later date.
If you need to limit employee access call 1-800-873-4757 to inquire about available options.
Saving Your Work
When filling out a form, your work is not saved until you click the "Submit" button, which is located in the upper left corner of each form. If you remain idle for a period of 30 minutes, you will be disconnected from the solution. For this reason it is important that you occasionally click the "Submit" button to save your work. Clicking the "Submit" button returns you to the saved forms list. From the list clicking the "Edit" button allows you to open and fill-in the form.
Clicking the "View" button from the saved forms list embeds previously entered data into the form and displays the form with its data. While viewing the embedded form, you can save it to your hard drive by clicking the "Save a Copy" button located above the "ACORD" logo in the upper left corner of the form. Alternatively, if your computer is setup to use a default email application like Outlook, you can click the blue globe icon that is located above the "ACORD" logo to email the form with its embedded data directly. Using this technique, you can save both form and data using the free Adobe Reader software.
When you are in the solution and not filling out a form, changes are commonly saved for you automatically as you move through the solution. However, you can force an immediate save at any time by clicking the "Save" button. Changes are automatically saved when you click the "Exit" button to leave the solution. For this reason, we highly recommend that you always click the "Exit" button to leave the solution.
The new webclient version of Agency Anywhere 3.5 can be accessed instantly.
By default, Adobe Reader will repeatedly display a message stating that your form and data cannot be saved with the free Adobe Reader. However, using Agency Anywhere you will be able to save both form and data with Adobe Reader. To remove this message, open Adobe Reader as an application by selecting Start/All Programs/Adobe Reader from the lower left corner of your screen. Then click the "Edit" pulldown menu and select "Preferences". From the list of Categories that appear on the left, click "Form". Next place a check in the fifth checkbox on the right where it says "Always hide forms document message bar". Then click the "OK" button.
All actions within the new Agency Anywhere webclient occur within one Window. If you exit that Window, you will be exiting the Agency Anywhere application. This also applies when viewing Adobe PDF forms. So it is important to remember to always use the "Back" button at the upper left corner of the screen, to return to a prior view. If you have filled in a PDF form and want to save your work, just click the "Submit" button that is located in the upper left corner of the form. That will save your work and return you to the saved forms list.
When using the new Agency Anywhere webclient , view the top of each screen for instructions.