ACORD intake, actually finished by the prospect.
ACORD 125 / 126 / 140 plus carrier-specific supplements — with smart pre-fill and progressive disclosure that cut form abandonment in half.
Design partners get hands-on access 4–6 weeks before public launch.
- Certificates
- Insureds
- Policies
- Templates
- Audit log
- Settings
The plan, in plain English.
ACORD 125 / 126 / 140
plus the carrier-specific supplements that matter
Smart pre-fill
pull existing data forward · skip fields the agent already knows
Progressive disclosure
only show what the prospect needs · cut form abandonment
Carrier-ready packet
export to AMS · email submission to carrier underwriter
One portal. Four intake workflows.
reuses the renewal intake substrate · plus carrier-specific routing. Your insureds learn one branded portal. Your CSRs learn one tool. Every workflow lands in the same audit log.
- COI Issuancelive
- Renewal IntakeQ3 ’26
- ACORD New Businessnext up · Q4 ’26
- Loss Runs2027
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Or book a demo to see all four modules in concept today.