How do insurance agencies get the paperwork right?
Field-by-field ACORD guides, certificate how-tos, licensing and sales playbooks for independent agencies.
Document how-to·4 min read
How to Stop Rekeying ACORD Forms Between Your AMS and Carrier Portals
The same risk typed four times: into the AMS, into two carrier portals, and back onto a PDF. Here is the architecture that ends it, and what each option actually costs you.
Read the guideDocument how-to·5 min read
Certificate of Insurance Automation: How Agencies Issue COIs Without Touching Them
COI requests are the highest-volume, lowest-value work in a commercial agency. Here is how to automate the request-to-issued path, and the three requests you should never automate.
Read the guideDocument how-to·8 min read
How to Get Vehicle Information From a VIN (and Use It on Insurance Forms)
How to get vehicle information from a VIN: decode the 17 characters, read year/make/model/GVWR, and drop the fields straight onto a commercial or personal auto form.
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