Acord Forms and Printed Items

Owned by Michael Manning (Unlicensed)
Last updated: Dec 17, 2018
3 min read

AccuAgency 5 Management system includes Acord forms, Letters, and other printable items for your agency. Printing Acord forms no longer requires Adobe Reader to be installed to view or print forms but is required to print all other forms at present. See install and setup guide <Here>

The Print menu, available on the Client and Policy Management, offers several items based on the policy type. 

All policies have the ability to generate Letters and Acord forms; Auto quotes and policies have Payment Schedules, Coverage Summary, ID Cards, Insurance Binder, and Proposals additionally. 

Saving Acord Forms

Acord forms may be saved as attachments when printed by clicking on the button above inside the printed document.

  • Forms printed from the Client Management section will save as attachments to the client
  • Forms printed from the Policy Management section will save as attachments to the policy. 
  • Forms printed from the Dashboard, and not from a Client/Policy, will create an "Un-named Client" record where the Acord form will be saved to the attachments section. This is done for E&O purposes and meant for the agent to fill in the client data afterward. 

When saving an Acord form to AccuAgency, a prompt will appear asking the user to set a filename:

  • Note: The characters / ? < > \ : * | " are not allowed in the file name. 
  • Note: The " .pdf " file extension needs to be left at the end of the filename to ensure the file will open correctly.

Editing Acord Forms

Acord forms have a unique way of being edited after initial print that maintains a paper trail for security purposes. 

When first printed, Acord forms are fillable, showing a blue tinge to the fields that are editable. After they are printed or saved as an attachment the data is locked in place and cannot be edited. Using the Printed Items menu, located on the left hand side of both the Client and Policy Management sections, users may copy previously generated accord forms and their data to then print a new, editable copy. 

The Printed Items menu is a running list of all previously printed Acord forms. These cannot be deleted and serve as a running paper trail detailing what Acord forms were printed and what data they contained. To reprint a previously printed Acord form to copy over data, for instance, when printing multiple certificate holders or correcting form data, use the steps below. 

  1.  Copy the Acord form and rename the file to whatever you like. We recommend using a date or version number when renaming to assist in telling the Acord forms apart if you have several of the same type of Acord form. 
  2. After copying the form and renaming, it will appear in the list of files
  3.  Clicking on the Print icon will give you a prompt to download and then edit the file as if you had printed it from the Acord form menu directly, though with any data from the parent copy intact.  
  4. Save or print the file as usual. Forms saved back to AccuAgency will save to the Client or Policy section, whichever the file was originally created from.