Pre-populate with ACORD Form

This article provides a brief overview of the ACORD Form Upload feature.

The "Pre-populate with ACORD Form" feature is a highly effective tool designed to streamline the application process for users who already have customer information on an ACORD form. This feature utilizes advanced image and line recognition technology, enabling you to upload pre-filled ACORD forms in PDF format or even scanned images of physical forms. It offers exceptional accuracy and is capable of processing multiple locations and employee types. The feature supports ACORD forms 125, 126, 130, 140, and 160, ensuring compatibility with a wide range of information across policy types.

This feature is available in the 'New Quote' screen as seen below:

The feature does allow for several ACORD forms to be uploaded simultaneously. To do so, you can either drag and drop them into the "Upload ACORD Forms" box as shown in the above image, or you can simply click into the box to pull up your file upload screen.