Wednesday, November 23, 2011

October Updates to ACORD Forms

We've posted updates to the ACORD Forms available to InsurancePro.  You now have access to the very latest updates to ACORD Forms.  You can access the new forms when viewing the policy summary screen's Forms and Letters panel.  Select the "ACORD Forms" category to view all of the currently available forms.  Here are some tips for this screen:
  • Forms that can be pre-filled will be pre-filled
  • Sort the forms by any of the columns displayed
  • Right click on a form to save it as a favorite to avoid finding it every time you need it
  • Type into the filter row to minimize the number of displayed forms