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Solution Name
Basic Fill
Login / Register Login / Register Login / Register / Free 30-Day Trial Call
Form actions
Limited fill-in
to flattened
ACORD forms
100% fill-in
to editable
ACORD forms
100% fill-in to both
flattened and editable
ACORD forms
750+ ACORD forms X X X X X
Toll Free support X X X X X
Contact Management X X X X
Mobile access X X X X
Holders & Certs merge X X X
90 Proposal Forms X X X
Auto-fill signatures X X X X
Policies with reporting X X
Documents X X
Notes X X
To Do List X X
Reminders Alarm X X
Phone Log X X
Letters X X
Forms Letters X X
Labels X X
Envelopes X X
Calculator with Tape X X
Calendar X X
Adjusters X
Custom Apps X
Claims X
Club Members X
Commissions X
Employees X
Insurance Companies X
Invoicing X
Aged Receivables X
Leads X
Office Procedures X
Office Supplies X
Payments X
Receipts X
Schedule of Insurance X
Stocks X
Transactions X
Underwriters X
Vehicle Schedule X

* Basic fill-in ACORD forms cost $99 per agency location, per year. This includes all 750+ fill-in ACORD forms. "Bronze", "Silver" and "Gold" are priced per user. "Self-Serve Certificates" is priced at a flat $300 per year (for an unlimited number of Certificates), however, it does require that at least one agency user be subscribed to the "Bronze" level or higher. This is because all Self-Served Certificates are automatically saved to a Contact record for later review.

Self serve Certificates allows your insureds to obtain an unlimited number of signed Certificates of Insurance '24/7/365' by logging into A copy of each self issued Certificate is automatically saved to your Agency's saved forms list for review. To offer Self serve Certificates to your insureds at least one agency user must be subscribed to "Bronze".

Self-Serve Certificates

Save time by allowing your insureds/clients to self-serve Certificates. Ask us about this new option.

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Add Signatures

Scanned signatures can now be added to ACORD Forms, allowing users to submit forms directly from Agency Anywhere without requiring that a producer sign the forms by hand.

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