All eForms
The following actions are available from the Customer Center sidebar. Items marked with an asterisk (*) below are available only after you have selected and opened a customer record.
eForms | ||
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Launch eForms Manager* |
Launch the eForms Manager where you can view existing forms or create new forms for the customer. More... |
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Applications* |
Create an ACORD application in eForms Manager using policy detail information you have already entered. More... |
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Auto ID Card* |
Launch eForms Manager, with the Auto ID Cards data entry form open. More... |
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Binder* |
Launch eForms Manager, with the Binder data entry form open. More... |
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Cancellation* |
Launch eForms Manager to create an ACORD Cancellation Request/Policy Release form for the active policy. More... |
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Certificate of Liability* |
Launch eForms Manager, where you can create a Certificate of Liability. More... |
Certificate of Property* |
Launch eForms Manager, where you can create a Certificate of Property. More... |
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Change Request* |
Launch eForms Manager, with the Policy Change Request data entry form open. More... |
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EPI* |
Launch eForms Manager, with the Evidence of Property data entry form open. More... |
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Loss Notice* |
Launch eForms Manager, with the Loss Notice data entry form open. More... |
Additional Forms* |
Launch eForms Manager, with the Create New Forms (Non-Integrated) data entry form open. More... |