ACORD Templates

Sitting atop the AgencyPortal platform, AgencyPort's proprietary ACORD-based Templates provide a jumpstart in the development process, giving carriers fully functional insurance web applications right out of the box. Our Templates include a combination of working web screens, dynamically populated and rendered ACORD PDF documents, and workflow necessary to streamline each line of business. Based on the ACORD definition of each line of business, the Templates provide a web application with all of the fields and data collection elements needed to process a full, valid P&C transaction. Any company-specific fields or supplemental forms can be easily added.

Using the Templates and AgencyPortal together, carriers can focus on the specific customizations and integration points that make their implementation unique. Not having to worry about the data model, workflow, application development, look and feel, and the myriad other elements that go into the build-out of an agency portal web solution also saves carriers significant time and money.

Template Key Features

• Pre-built web applications for each ACORD line of business
• Built-in endorsement functionality
• Built-in field validation and underwriting rules
• Automatically pre-filled ACORD forms
• Ability to plug into AgencyConnect to streamline bridging

Line of Business Templates currently available:

Personal Lines
Homeowners
Personal Automobile
Personal Umbrella
Dwelling Fire

Commercial Lines
Business Owners (BOP)
Commercial Automobile
Garage & Dealers
Workers Compensation
Property
General Liability
Commercial Package
Commercial Umbrella
Inland Marine
Crime
Transportation

Specialty Lines/Custom Built Templates
For non-ACORD based lines of business or specialty lines, Templates can be custom-built.