Simply Easier ACORD Forms works with Internet Explorer, Firefox, Chrome and Safari as well as with Android and iOS mobile devices. Our ACORD ONE mobile app for Simply Easier ACORD Forms works on Apple and Android devices.
ACORD forms are available as fillable PDF’s or as HTML forms for your PC browser.
Simply Easier ACORD Forms includes
Simply Easier ACORD Forms makes your job easier with
Now you can COMBINE any – and as many – of the ACORD forms into a SINGLE form. This has two enormous benefits….
With our Combine Forms feature you can make all these into a single PDF document. Submission is easier. Renewals are definitely easier.
Improve your customer service and increase security on customer files.
CapDat ACORD provides secure online access to forms for your customers. The forms can be any file created using CapDat ACORD or any file uploaded to CapDat ACORD.
You choose whether to allow the customer to just View the file or Edit the file. Safe and secure method of providing applications, certificates and much more. Avoids sending these files using email.
Single Entry Data
Simply Easier ACORD Forms supports Single Entry Data.
Store customer information, including name, address, and policies.
Prefill any forms, including ACORD forms, using the stored data.
Search Simply Easier ACORD Forms’ knowledge base by state and line of business to find the required and recommended forms need to complete an application.
Select the forms and combine them as needed.
Your customers often need to review applications, get certificates or Proof Insurance from you.
Simply Easier ACORD Forms gives you two ways to email forms to your customers.
Print completed forms.
Share files with your clients and allow them to print documents as needed.
Add tags, notes, comments and descriptions to your files and folders
Search for files and folders using the tags, notes, comments and descriptions
Share files with your clients and allow them to read and add comments.
Add Producer signatures to completed documents.
Upload an image of the producer’s signature, or send it to us and we upload it. Simply Easier ACORD Forms stores the signature for you to use on completed forms.
Upload additional files so you can organize them by folder or client.
Share the uploaded files with your clients or underwriters as needed.