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honestly looks super useful for anyone dealing with insurance paperwork. one thing that would be a big help though, is adding a search bar where you can filter forms by state or line of business. right now you have to scroll through everything to find the right certificate, which gets old fast when you're juggling multiple clients.
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It would be helpful to include a built-in search by form number or category so I can jump straight to the ACORD 25 or 28 without scrolling through the full list. A quick filter plus last-downloaded history would save me a lot of clicks during renewals.
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Would love to see a built-in autofill feature that pulls in standard policyholder info across multiple forms at once. Saving that data entry for repeat forms like certificates and renewal apps would be a huge time saver.
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honestly super useful if you deal with insurance paperwork, the fillable PDFs saved me a ton of time on a certificate of liability request.
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Finally a clean source for ACORD forms that doesn't feel like a sketchy pdf dump, downloaded a cert and it opened right in preview without any weird formatting issues.
honestly looks super useful for anyone dealing with insurance paperwork. one thing that would be a big help though, is adding a search bar where you can filter forms by state or line of business. right now you have to scroll through everything to find the right certificate, which gets old fast when you're juggling multiple clients.
It would be helpful to include a built-in search by form number or category so I can jump straight to the ACORD 25 or 28 without scrolling through the full list. A quick filter plus last-downloaded history would save me a lot of clicks during renewals.
Would love to see a built-in autofill feature that pulls in standard policyholder info across multiple forms at once. Saving that data entry for repeat forms like certificates and renewal apps would be a huge time saver.
honestly super useful if you deal with insurance paperwork, the fillable PDFs saved me a ton of time on a certificate of liability request.
Finally a clean source for ACORD forms that doesn't feel like a sketchy pdf dump, downloaded a cert and it opened right in preview without any weird formatting issues.