Help shape the new Agency Anywhere
Our all-new, AI-powered ACORD forms and agency management app is almost ready. Before the public launch, we're inviting a small group of current Choices ACORD forms customers to use it in their daily work and tell us what to improve.
Spots are limited and filled in the order customers sign up.
A thank-you for helping us get it right
Free data import
We move your clients, policies and ACORD forms from your classic account into the new app at no charge.
Free upgrade to Gold
Get every feature, including Fill with AI, Holder Merge and Self-Serve Certificates, at no extra cost.
Your feedback comes first
Comments and suggestions from beta testers get top priority as we finish the app for launch.
Four simple steps
- 1
Sign up
Create your account. Spots are limited and open to current Choices ACORD forms customers only.
- 2
We set you up
We confirm your beta spot, upgrade you to Gold and import your data for free.
- 3
Use it every day
Fill forms, issue certificates and manage clients just as you normally would.
- 4
Tell us what you think
Use the help button in the app or call us. Your suggestions go to the top of our list.
Hours of form and certificate work, done in minutes.
Every ACORD form included. Holder Merge comes with Bronze, Form Fill with AI with Silver, and Self-Serve Certificates with Gold. No add-ons to buy, and every feature is unlocked during your free trial.
Stop Re-keying
Client and policy details flow into every ACORD form, so you type them once.
Auto-fill with AI
Upload dec pages, prior ACORDs or notes and AI fills the form for you to review.
Merge Certificates with Holders
Create certificates for many holders at once, combined into a single PDF.
Self-Serve Certificates
Give insureds a link to issue signed certificates 24/7, with a proof copy saved for you.
Be one of the first.
Only a handful of beta spots are available for current customers. Sign up now, or call us at 1 (728) 233-8646 with any questions.
Claim a beta spot