ACORD Forms

BindPilot auto-populates standard ACORD forms from your client records and the quote context, reducing manual data entry.

Supported ACORD Forms

| Form | Use | |------|-----| | ACORD 25 | Certificate of Liability Insurance | | ACORD 28 | Evidence of Commercial Property Insurance | | ACORD 125 | Commercial Insurance Application — applicant information | | ACORD 126 | Commercial General Liability Section | | ACORD 130 | Workers' Compensation Application | | ACORD 140 | Property Section |

A commercial submission is typically the 125 plus the sections the risk requires — 126 for general liability, 140 for property, 130 for workers' comp. The 25 and 28 are evidence and certificate forms issued against an in-force policy rather than parts of a submission. BindPilot assembles the full packet from one intake.

Other forms can be submitted manually (see Integrations for AMS sync).

Auto-Population Rules

When you generate a quote, BindPilot pre-fills ACORD forms with:

| Field | Source | |-------|--------| | Agent Info | Your agency profile (name, license, address) | | Client Info | Client record (name, address, phone) | | Risk Info | The risk details you entered (address, coverage type, limits) | | Coverage | Quote details (limits, deductibles, endorsements) | | Prior Claims | Historical claims data from your client record |

You review, correct, and submit to the carrier.

Workflow: Quote to ACORD

1. Generate a Quote

   • Enter client and risk info
   • Run comparative shopping
   • Select a carrier

2. BindPilot Auto-Generates ACORD Forms

   • ACORD 125 (applicant information) plus the sections the risk requires — 126 for GL, 140 for property, 130 for workers' comp
   • Pre-filled from client/risk data
   • Ready for your review

3. Review & Correct

   • BindPilot shows the form in-app (read-only preview)
   • Click Download PDF to edit in Adobe Acrobat if needed
   • Make corrections (BindPilot doesn't support in-app editing yet)

4. Submit to Carrier

   • Download the completed PDF
   • Email to carrier underwriting, or
   • Use carrier portal if they support direct upload

Manual Form Submission

For forms not yet supported, use the traditional process:

1. Go to Quotes > [Quote ID] > Documents
2. Click Upload Form
3. Attach a PDF (scanned or carrier-specific forms)
4. Add notes or carrier requirements
5. Save; BindPilot stores it in the quote record

Form History & Archival

BindPilot keeps a complete history of all submitted forms:

• Go to Clients > [Client] > Policies > [Policy ID] > Documents
• View all ACORD forms submitted for that policy
• Download previous submissions for audit/compliance

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