ACORD forms are an integral part of your insurance agency’s daily workflow. Having cloud-based digital documents in your agency management system that is auto-filled with agency, customer and policy data can save you time and money. Our software solution lets you complete, print and email ACORDs. A paperless record of all forms and letters created are securely stored in the client file.

Agency Matrix’s extensive library of current ACORDs also includes eSignature, making the process of passing information from insured, to agent or broker, and then on to the carrier, almost effortless for your staff. Your forms stay organized, accurate and easily accessible through the management system, which reduces errors and E&O liability.