Acord Forms

  • Acord Forms can be accessed from two places in the webrater.
    •  You can access them from the  by clicking on the Acord form link (as seen on the left)
      •  Acord Form will generate  with Agency information only.
         or
    •  From the print menu at the bottom of the Client Info or Policy Info screens. 
      • Acord Form will generate with Agency and Client information.
        • Acord Forms are as detailed as the information entered into the clients policy(s).

 

  • There are several Acord Forms to choose from and you can even include agent signatures on them. 
    • Acord  Forms Search can be done by entering:
      • Acord Form Name/Description
      • Acord Form Number

Please note that the Acord Forms are only available with the Management system.