ACORD Forms

Auto-populate and submit ACORD forms

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 125 | General Information (all policies) | | ACORD 140 | Insurance History (property & casualty) | | ACORD 126 | Homeowners Property Report | | ACORD 27 | Commercial General Liability | | ACORD 28 | Workers' Compensation |

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 (general) + ACORD 140 (history) + product-specific forms
    • 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

Next: Manage commissions and client records.

Last updated: Recently