Forms Anywhere

Forms Anywhere is a software solution offered by Choices Software, Inc. that aims to streamline the management of ACORD Forms™, standardized insurance forms used by insurance agents and companies in the United States. According to the vendor, Forms Anywhere is suitable for insurance professionals across various industries, including property and casualty insurance, commercial insurance, and personal lines insurance. It offers a range of features to facilitate efficient form filling, storage, retrieval, editing, signing, printing, and emailing of ACORD Forms™.

Key Features

ACORD Forms™ Repository: According to the vendor, Forms Anywhere serves as a central online repository for ACORD Forms™, providing easy access to a comprehensive library of standardized insurance forms. Users can securely store and organize ACORD Forms™ within the repository for convenient management and retrieval.

Easy Form Filling: The vendor claims that Forms Anywhere simplifies the process of filling ACORD Forms™ electronically, eliminating the need for manual data entry. Users can directly input data into the forms, potentially saving time and reducing errors.

Form Duplication and Retrieval: According to the vendor, users can easily duplicate ACORD Forms™ within Forms Anywhere, allowing for quick creation of new forms based on existing ones. Forms can be easily retrieved from the repository, ensuring easy access to previously filled forms.

Form Sorting and Combining: The vendor states that Forms Anywhere provides sorting and organizing capabilities for ACORD Forms™, making it easier to locate and manage forms. Users can also combine multiple forms into a single document, streamlining the generation of comprehensive insurance documentation.

Form Editing and Saving: According to the vendor, Forms Anywhere enables users to edit ACORD Forms™ directly within the software, facilitating updates and modifications to form content. Users can save their changes, ensuring the capture and storage of the latest information.

Digital Signatures: The vendor claims that Forms Anywhere supports the use of digital signatures, allowing users to securely sign ACORD Forms™ electronically. Digital signatures provide a convenient and legally binding alternative to physical signatures.

Printing and Emailing: According to the vendor, Forms Anywhere allows users to print ACORD Forms™ directly from the software, enabling the creation of physical copies. Users can also email filled forms directly from Forms Anywhere, facilitating efficient communication and document sharing.

Search and Retrieve: The vendor states that Forms Anywhere offers robust search functionality, enabling users to quickly locate specific ACORD Forms™ based on various search criteria. Users can search for forms by form number, form description, or other relevant keywords, streamlining the form retrieval process.

Form Actions: According to the vendor, Forms Anywhere provides a range of form actions, such as duplicate, delete, and edit, allowing users to efficiently manage their ACORD Forms™. Users can perform these actions directly from the Forms List, simplifying the form management workflow.