ACORD Forms

Use this on-demand training guide to understand:

Creating an ACORD Application
- Learn the multiple ways you can create an ACORD application including from the Client Quick Summary, the Client Profile, from Policy Details or from a Submission (Prospect)
- Learn how to create a blank form if the Client is not yet in the system.
Creating an Evidence of Property
- Learn the importance of creating evidences within Partner Platform.
- Learn to select Evidence of Property from the Certificates menu as well as add your Certificate Holders.
Creating a Binder
- Learn the Importance of creating Binders (ACORD 75) from the Policy Quick Menu.
Creating Auto ID Cards
- Learn how to create Auto ID Cards from the Client Quick Summary, the Client Profile or from Policy Details.
- Learn how to set up the NY ID Card Generator Program to generate New York ID Cards.

Interactive Sessions: Self-guided learning, featuring try-it demos to simulate hands-on experience.
Microlearnings: Viewing experience. Workflows are demoed to answer specific questions.
Support Articles: Designed to answer workflow questions by providing step-by-step instructions.

Use this section for creating an ACORD Application, an Evidence of Property, a Binder and Auto ID Cards.