ACORD forms serve as the standard for policy communication across the insurance industry. Newton by Agency Systems implementation of ACORD forms will enable your insurance agency to conduct business more efficiently.
Features:
Clean and easy to use interface.
When renewing a policy you may select what forms to update with new term information, and copy interest – holders from the prior term.
Form history is retained in a sequential manner to allow you to view policy changes through the life cycle of the policy. (Firgure 1.)
Form History ( Figure 1.)
Data conduits between forms allow you to share information from one form to another to reduce reentry.
Policy download may create forms based off download information from your insurance companies. These forms include popular Personal and Commercial lines of business.
Policy Interest – holder management system gives you the ability to place multiple interests on a single form. This allows you to create a base form and create individual descriptions per interests on the policy reducing the amount of time to service the policy.
Form pages are modeless to allow you to multi-task and lookup information from other resources inside the application.
Automatically Electronically sign forms by producer.
Batch print, fax or email forms in a single transmission along with activity tracking.
Forms are sent in an industry standard PDF file.
Free form fields allow for full usage of the space provided. (Figure 2.)
Free Form Area in Yellow (Figure 2.)