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QUICK ACCESS TO ACORD FORMS
With FORMS there are no more frustrating delays getting to the forms
you want and you no longer have to remember or enter your password and
user name. Currently, you have to enter your user name and password
every time you go to the Simply-easier web site. Using FORMS, all you
have to do is select the ACORD form you want from the list in the
FORMS program. FORMS automatically enters your password and username
for you the first time anyone in your office goes to the web site each
day. After that, you are directly taken to the form you choose with no
more delays.
SAVE YOUR FILLED-IN ACORD FORMS
With FORMS, you can now save your ACORD forms with all the data you
filled in and store them for later easy access by client name or
policy number. You get a history list of all the forms you’ve saved
together with information on the client, policy, date, etc.
E-MAIL FORMS TO MULTIPLE CARRIERS
FORMS lets you e-mail your filled-in forms to insurance carriers or
your client in seconds after you fill them out. Want to submit an
application to multiple carriers? Just click on a list of all the
carriers you want to send the forms and FORMS e-mails the apps to all
the carriers you specify automatically. In addition, FORMS keeps a
complete history log of all the e-mails you send for easy review.
FAST AND EASY RENEWAL AND POLICY FORM CHANGES
When a customer’s policy comes up for renewal, simply recall their
original stored filled-in application. Just re-enter those few fields
that require changing. Then save, print or e-mail the new form. This
feature alone will save you a major amount of time and effort.
CLIENT AND POLICY DATABASE
FORMS includes a complete client and policy number database allowing
you to maintain your customers and policy information, and allowing
easy recall of their stored filled-in forms.
PULL UP STORED FORMS BY CLIENT OR POLICY NUMBER
Just pull up a client on the Client and Policy screen. All the forms
stored for that client are listed and can be quickly accessed for
review, printing, e-mailing or for policy and renewal changes.
FILL OUT AND E-MAIL CARRIER SUPPLEMENTAL FORMS
Create and send supplemental forms along with your ACORD forms. These
filled-out forms are stored for that client and policy number and can
be quickly accessed for review, printing and e-mailing.
VIDEO TRAINING INCLUDED
FORMS is extremely easy to learn and use. To speed training, the
program includes training videos you watch on your computer screen.
Getting you up to speed fast.
CLIENT MAP
As a bonus, FORMS lets you click on a map icon and instantly pull up a
printable map to the client’s home (or business) address.
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Copyright © 2009 Agency Master, Inc. All Rights
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