Insurance Agency Automation

ACORD Form Automation
Extract Data in Seconds

Our ACORD form automation extracts data from ACORD 25, 125, and 130 in seconds, then syncs directly to your AMS.

Commission reconciliation automation | Applied Epic vs AMS360 automation | Pricing

The ACORD Problem

Your team spends 15-20 minutes per form manually entering data from ACORD PDFs into your AMS. With 20+ forms per day, that's 5+ hours of data entry—and a 3-4% error rate causing E&O exposure.

Why Automate ACORD Forms?

95% Faster Processing

Extract data from ACORD forms in seconds instead of 15-20 minutes of manual entry.

🎯

99.9% Accuracy

AI catches fields humans miss. No more typos, transposed numbers, or incomplete data.

🔗

Direct AMS Sync

Extracted data flows directly to Applied Epic, AMS360, HawkSoft, or EZLynx—no exports needed.

📧

Email Intake

Forward emails with ACORD attachments. AI extracts data and creates/updates client records automatically.

Supported ACORD Forms

We extract data from all major ACORD forms used by P&C agencies

ACORD 25

Certificate of Liability Insurance

Fields: Insured info, policy numbers, coverage limits, additional insureds

Verify vendor/contractor coverage instantly

ACORD 125

Commercial Insurance Application

Fields: Business info, operations, locations, loss history

Pre-fill carrier submissions automatically

ACORD 126

Commercial General Liability Section

Fields: GL exposures, products, premises, completed operations

Speed up GL quoting by 80%

ACORD 130

Workers Compensation Application

Fields: Payroll by class code, experience mod, loss runs

Automate WC submissions to carriers

ACORD 131

Umbrella/Excess Section

Fields: Underlying policies, limits, retained limits

Streamline umbrella quotes

ACORD 140

Property Section

Fields: Building values, contents, business income limits

Automate property submissions

How ACORD Automation Works

1

Receive ACORD

Email, upload, or scan any ACORD PDF

2

AI Extracts

AI reads and extracts all fields in seconds

3

Validate

Flags missing fields or uncertain values

4

Sync to AMS

Data flows to Applied Epic, AMS360, etc.

Ready to Eliminate ACORD Data Entry?

See how much time your agency can save. Get a free demo with your actual ACORD forms.

Schedule Free Demo →

ACORD Automation FAQ

How does ACORD form automation work?

Our AI reads PDF or scanned ACORD forms using advanced OCR and machine learning. It identifies form type, extracts all field values, validates the data for accuracy, and syncs directly to your Agency Management System—all in seconds.

Which ACORD forms can be automated?

We support all common ACORD forms including ACORD 25 (COI), ACORD 125 (Commercial App), ACORD 126 (GL Section), ACORD 130 (WC App), ACORD 131 (Umbrella), ACORD 140 (Property), and more. If you use it, we can automate it.

Does this integrate with my AMS?

Yes. We have direct integrations with Applied Epic, AMS360, HawkSoft, EZLynx, NowCerts, and other major Agency Management Systems. Data flows automatically without CSV exports or manual entry.

What about handwritten or poor-quality scans?

Our AI handles most scan qualities, including faxed documents. For handwritten sections, we flag uncertain fields for quick human review rather than guessing—you stay in control.

How much does ACORD automation cost?

ACORD form automation typically starts at $500/month for small agencies processing 50-100 forms monthly. Larger agencies with higher volumes get custom pricing. Most see ROI in the first month from time savings alone.

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Get a tailored workflow plan with ROI estimate for your use case.

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