Talk:Training 4: ACORD Forms

The phone number showing on my ACORD form is incorrect. How do I fix it?

Answer

1. Select Profiles -> Agency
2. Select the Form/Numbering Setups tab.
3. The Address on forms drop-down controls what address & phone number display by default to the ACORD forms.
   • If this is set to Agency, the phone number can be changed under Profiles -> Agency -> Basic tab.
   • If this is set to Department, the phone number can be changed under Profiles -> Department.

Optionally, right-click within the address field on an ACORD form to override the setting to use a specific address.

How do I add an electronic signature to ACORD forms?

How do I add an electronic signature automatically to an ACORD form when it is printed or emailed?

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Answer

Before you begin, assign a scanned signature to a user profile.

1. Load a client on one of the client tabs.
2. Select the Forms tab. (Optionally, open Policy Express to limit the forms to one policy.)
3. Open the form you wish to attach the signature to.
4. Select Other -> Signature.
5. Select Show signature on form.
6. Type the appropriate producer code.
7. Select OK, then Save.

How do I email a certificate to one holder with a cover letter?

Is there a way to attach a cover letter to a certificate of insurance before emailing it to a certificate holder directly?

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Answer

There are two basic ways to include a cover letter within an email.

• Batch Send can include a memo cover letter as the first page of the package PDF file.
• A memo template can also be used as the body of the email, with the certificate as an attachment.