Category "ACORD Forms"

There are 12 results found

Setting Up ACORD Forms Grouping

ACORD Forms can be grouped under categories for easier access.  This can be customized for the agency in Partner XE Administration.  

Creating a Binder

This QuickGuide explains how to create a binder (ACORD 75) in Partner Platform.  

How do I change “unknown insurance company” on forms?

If a form or certificate is created and “Unknown Insurance Company” appears in the Insurer field, the attached article explains how to update Partner XE Admin so that the company name appears. You must have Administration rights to perform this function.

Creating Auto ID Cards

This article explains how to print auto ID cards for all the vehicles on a policy at one time. This can be done from both the Client Summary (New in version 1.8!) and Policy Details. 

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