Features & Quick Stats
Key Features
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Reporting
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Documents for e-Signature
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Self-Service Certificates
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Printing and Emailing of Certificate Bundles
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Profile
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Policy and File organization
Core Business
Simply Easier ACORD Forms provides document management, customer portals, self-service Certificates of Insurance, eSignatures and agency database services in a secure, software as a service format. We offer access to all ACORD Forms, 100’s of company specific forms, 100’s of MGA forms. 100’s of insurance proposal and coverage explanation forms. We offer the ability to create your own fillable forms.
How Simply Easier ACORD Forms Helps Independent Agents & Brokers
Simply Easier ACORD Forms is the perfect tool to help you maintain your client's policies, renewals, applications, certificates to organize your insurance agency. The platform’s standout feature is its extensive range of ACORD forms, available as fillable PDFs or HTML for browsers. It includes all current ACORD forms, older archived forms, over 250 insurance proposal and coverage explanation forms, and hundreds of MGA and company-specific forms. Users can also add custom forms to their accounts. All these are securely stored in the cloud, ensuring they’re accessible anytime and anywhere.
Integrations
We map your data elements to our forms – all you have to do is post the data to our API. Note: Third party systems need to have a process to collect data from their database or forms and initiate the pass to Simply Easier ACORD Forms.
Partnerships
ACORD, Agency Council for Technology
Certifications & Awards
Important company certifications: ACORD, PCI Compliant
Catalyit Team Review
Accessible, User-friendly Platform to Streamline Insurance Documentation
Published: February 19, 2024
What we like:
- Comprehensive access to every ACORD form, current and former additions.
- User-friendly interface promoting ease of use.
- Cost-effective solution, particularly valuable for smaller agencies.
Things to consider:
- Primarily suited for smaller agencies lacking an Agency Management System (AMS) with integrated ACORD forms.
- Serves as an affordable backup for agencies with an AMS, offering access to ACORD forms unavailable in their AMS.
- Lack of direct integration with AMS systems may be a limitation for some agencies.
Summary:
Simply Easier ACORD Forms offers a comprehensive and user-friendly solution for managing ACORD forms. The platform’s compatibility across various web browsers and mobile devices (Android and iOS) makes it highly accessible, ensuring users can manage forms on the go.
Key Features:
The platform’s standout feature is its extensive range of ACORD forms, available as fillable PDFs or HTML for browsers. It includes all current ACORD forms, older archived forms, over 250 insurance proposal and coverage explanation forms, and hundreds of MGA and company-specific forms. Users can also add custom forms to their accounts. All these are securely stored in the cloud, ensuring they’re accessible anytime and anywhere.
The “Combine Forms” feature is particularly helpful, allowing users to merge multiple ACORD forms into a single document. This streamlines carrier submissions and prevents the need to re-enter common information across forms.
The platform also enhances customer service and file security. CapDat ACORD provides secure online access to forms, allowing customers to view or edit documents, avoiding less secure email transmissions. Single Entry Data support is another time-saving feature, enabling the prefilling of forms using stored customer information.
Additional features like a knowledge base for form requirements, emailing documents as attachments or secure links, and convenient printing options add to its robustness. Users can also personalize their experience with tags, notes, comments, and the ability to add producer signatures to documents. There is an option to upload and organize additional files and share them as needed.
Final Thoughts:
Simply Easier ACORD Forms is an all-encompassing tool for insurance professionals, striking a balance between accessibility, security, and innovative features. Its emphasis on efficiency and enhanced customer service makes it an essential asset for insurance agents seeking to streamline their document handling processes.
* Unbiased review based upon information and insights available.