Agency Anywhere

Agency Anywhere™ is an online platform designed to facilitate the management of ACORD Forms™ for insurance agents and companies. According to the vendor, this tool allows users to conveniently fill, save, duplicate, retrieve, sort, combine, sign, print, and email ACORD forms™ from anywhere with an internet connection. It is marketed as a solution suitable for small to large insurance agencies and companies in the property and casualty, commercial, and personal insurance sectors.

Key Features

ACORD Forms™ Repository: Agency Anywhere™ serves as a central online repository for ACORD Forms™, providing insurance agents and companies with easy access and management of these forms.

Value Added Distribution: The vendor, Choices Software, has been a value-added distributor of ACORD forms™ for over 30 years. Agency Anywhere™ enhances the usability and convenience of ACORD forms™ by offering features such as easy form filling, saving, duplication, retrieval, sorting, combining, signing, printing, and emailing.

Fill to Another Form: Users can transfer common information from one ACORD form™ to another, eliminating the need for duplicate data entry. The "Fill to another form" option allows users to populate the destination form with common data from the original form, streamlining the form filling process.

Working from Home Solution: Agency Anywhere™ offers a solution for insurance agents and companies adapting to the trend of remote work. It enables users to access and manage ACORD forms™ from anywhere, eliminating the reliance on physical paperwork and facilitating remote collaboration.

Basic Fill™: Basic Fill™ is a product provided by Choices Software, offering insurance professionals a library of 750+ fillable ACORD forms™. It requires no installation and can be accessed from anywhere with an internet connection, simplifying the form filling process.

Agency Anywhere™: As the flagship product of Choices Software, Agency Anywhere™ provides insurance agencies and companies with a comprehensive solution for managing ACORD forms™ online. In addition to the features offered by Basic Fill™, it includes integrated Contact Management and the option to include up to 30 additional modules.

Self Serve Certificates™: Agency Anywhere™ features Self Serve Certificates™, allowing insurance agencies to make Certificates of Insurance available online. According to the vendor, insured individuals can log in to SelfServeCertificates.com to instantly access and view signed Certificates of Insurance, saving time for agencies and providing a valuable service for insureds.

Pricing: Agency Anywhere™ offers various pricing plans, including Basic Fill™, Bronze, Silver, and Gold, all of which provide access to 750+ fillable ACORD forms™. Interested parties can obtain additional user pricing and details by contacting Choices Software.

ACORD Forms™ List: Agency Anywhere™ provides a comprehensive list of property-casualty ACORD forms™ as of October 1, 2022, excluding Life, Annuity, Health, and Australia forms. Insurance professionals can easily access and search for specific ACORD forms™ within the platform.

Help Videos: Agency Anywhere™ offers a collection of help videos covering various topics, including filling and saving forms, managing contacts, printing certificates, and utilizing agency management tools. These videos serve as a resource for insurance professionals seeking guidance on using Agency Anywhere™ effectively.