We can help you auto populate ACORD forms and Carrier applications and also to read information from pre-populated forms for updating back into your Agency Management System, CRM or database. Whether you use Salesforce, Zoho, Web based AMS, custom AMS, Excel sheet or any other software to keep track of policy information, ACORD and other forms can be auto populated.
ACORD forms can be auto populated on the click of a button or even on an event like any whenever a change is made in the policy or an associated object (like insured, vehicle, property, carrier etc). Similarly Carrier applications or any forms that are lengthy and time consuming to fill but the data that is to be filled in them is already in your AMS, CRM or database, they can be auto populated. A copy of the populated form can be attached back to the policy or insured record as required.
Forms can be populated individually or in bulk for multiple policies. Auto populating of forms can be scheduled to be done at a certain time if needed. Additional processes like emailing populated forms or storing them over the cloud to another location can also follow post populating.
On the other hand, getting pre-populated forms back from user, reading the information of some specific or all fields and updating back into your AMS, CRM or database can be done as well