Autofill ACORD Forms from Salesforce or Web App

We can help you integrate your CRM or AMS (Salesforce or any web-based AMS) with FormCruise to auto-populate ACORD forms with policy data from your AMS. If you decide to use some other product instead of FormCruise to fill your ACORD forms, we can still help you to integrate it with that system or we can also develop the bespoke solution for your CRM/AMS.

FormCruise is our product that can be integrated with your system and with the click of a button on Policy or Account, you can select the required form number and hit the Open button to load the form in the browser in the editable format with data prefilled from your CRM/AMS. You can edit the form in the browser and save changes back into your AMS/CRM, eSign it, email the form to the customer or a staff member for editing & eSignature and attach the PDF copy to the Policy or Account in Salesforce or any other AMS / CRM you are using. Apart from ACORD forms, custom agency forms, carrier forms, and any other receipts, images, and forms can also be appended to create the document bundle.

You can generate Certificates of Insurance as well using the product and also create ID cards. Not only this, you can create simplified custom forms on top of the ACORD forms to make it easy for your end user to fill the form and still get the populated ACORD form back.

Auto filling ACORD forms is probably one of the most important needs of the agents looking at the number of forms and the length of the forms. Since data to be filled in the forms is already captured in agency management systems, therefore, it is double work to fill the same in the forms manually. With FormCruise data can be filled in the forms. Also when data updates are made in the forms, the same data needs to be submitted back into the Agency management system. We work with many insurance software development companies to assist them in the implementation of ACORD eForms and other agency management features like Policy downloads, commission downloads, and insurance accounting to name a few.

More on ACORD eForms

There are licensing terms to be met to use ACORD E-forms. End-users of eForms (like customers and agents) may use the forms through FormCruise but commercial entities that have multi-tenant software offerings for customers need to register with ACORD’s eForms redistribution program to use the forms. Write to us today at our development email id dev@webners.com to implement ACORD forms in your agency management system or CRM.

List of what all is included in ACORD eForms Module

  • Search ACORD eForm based on form number or a subscribing of form title to populate it for a customer

  • On selection of a form for a customer open it in the browser window – it is pre-filled with data of that customer and associated policy

  • Make changes in the form and Save it to send data back into the agency management system

  • Email form link for E-Signature

  • Append custom images and non-acord forms to create a document bundle

  • Export filled and digitally signed form as read-only PDF or email from within the agency management system

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