ACORD forms™ are standardized forms used by insurance agents and insurance companies throughout the United States. ACORD form standards are set by and maintained by ACORD.
Agency Anywhere™ is a central online repository for ACORD Forms™
Choices Software adds value to ACORD forms™ by allowing the forms to be easily filled, saved, duplicated, retrieved, sorted, combined, signed, printed, and emailed. Choices has been a value added distributor of ACORD forms™ for over 30 years .
Choices Software now allows common information to be filled from one ACORD Form™ to another, avoiding duplicate data entry.
From the Saved Forms List, click the name of any previously saved form to bring up a list of form actions. From the actions pop-up, select "Fill to another form" and select the destination form. Common data will be filled from the old form to the new form.
Click the "Blog" link at the top of this page for more information about recent updates (more to come).
With many in the workforce switching to working from home, Agency Anywhere™ is the perfect solution.
Basic Fill™ makes filling in forms quick & easy.
Includes 750+ fill in ACORD forms.
No installation is required.
Value Added
From anywhere - fill, save, duplicate, search, retrieve, edit, sort, combine, sign, print, and email ACORD Forms™.
Agency Anywhere™ grows your business.
Includes 750+ fill in ACORD forms.
No installation is required.
Value Added
From anywhere - fill, save, duplicate, search, retrieve, edit, sort, combine, sign, print, and email ACORD Forms™.
Includes integrated Contact Management with option to include up to 30 additional modules.
Self Serve Certificates™ allows insurance agencies to make Certificates of Insurance available online.
The person who requires the Certificate logs in at SelfServeCertificates.com. The signed Certificate of Insurance appears instantly. This is a big time saver for the insurance agency, plus it provides a valuable service for insureds.
$350 per year (requires Bronze - see below).
Below is Basic Fill and Agency Anywhere™ pricing. All plans include 750+ fill in ACORD Forms. Contact us for additional user pricing.
| Basic Fill | Bronze | Silver | Gold |
|---|---|---|---|
| $150/year | $250/year | $350/year | $450/year |
| Fill in forms only | Basic Fill + | Bronze + | Silver + |
| All ACORD Forms | Contacts | Documents | Adjusters |
| Commercial Proposal Forms | Certificate Management | Notes | Claims |
| User Activity Log | Phone Logs | Club Members | |
| To Do Items | Commissions | ||
| Letters | Employees | ||
| Form Letters | Companies | ||
| Envelopes | Invoices | ||
| Labels | Leads | ||
| Policies | Procedures | ||
| Calculator | Supplies | ||
| Calendar | Payments | ||
| Receipts | |||
| Insurance Schedules | |||
| Stocks | |||
| Transactions | |||
| Underwriters | |||
| Custom Apps |
Software-as-a-service is a good disaster recovery, because everything is available via the Internet. I can log in from anywhere. Additionally, when I visit a client, as long as they have Wi-Fi, I can log into our system on my laptop. Choices does everything that I need, and in terms of affordability, no one can touch the price.
I studied 18 different products and yours was by far the best value.
We've used three ACORD Form packages, and yours is the best. It has helped improve productivity tremendously.
I was skeptical at first. but after your telephone demo of the product, I realized I hit the jackpot! I have been looking for software for months and am pleased to have finally found what I need.
We have been using Choices software since we started in 2000. It is simple to use, very well priced and extremely effective and versatile at managing our book of business. I highly recommend Choices Software! There is no better value out there for your agency software dollar.
We can issue a Certificate in five minutes. We are able to search by contract number, find the most current Certificate, and print it off…it's very quick. I've worked with other software companies, and speaking from experience, I can tell you it can be very frustrating. Choices is very quick to meet our demands; they've always found a way to meet our needs, and are very responsive. I've never gone 24 hours without a personal call back.
Agency Anywhere is cost-effective and it works for you. Dean seems to have the big picture on the agency business, not just a limited knowledge of a software product. Choices' customer service is very good. I enjoy working with Dean and his staff. If we have a question or problem, they've always been able to work something out. We may have trouble that has nothing to do with Choices – like an equipment issue or a printer problem or operating system problem – and they will help with that, too.
THIS PRODUCT INCORPORATES LICENSED COPYRIGHTED AND OTHER PROPRIETARY MATERIAL OF ACORD CORPORATION, INCLUDING ACORD STANDARDIZED FORMS. ACORD FORMS ARE LICENSED BY ACORD, NOT SOLD. YOU ACKNOWLEDGE AND AGREE THAT YOU MUST BE PARTY TO A WRITTEN LICENSE AGREEMENT DIRECTLY WITH ACORD CORPORATION IN ORDER TO USE THE ACORD FORMS CONTAINED IN THIS PRODUCT, AND REPRESENT AND WARRANT THAT YOU WILL OBTAIN SUCH A LICENSE PRIOR TO USING ACORD FORMS. NEITHER THE PROVIDER OF THIS PRODUCT, NOR ANY THIRD PARTY, CAN GRANT LICENSES TO USE ACORD FORMS. YOU CAN OBTAIN A LICENSE AGREEMENT PERMITTING YOU AND YOUR USERS TO USE ACORD FORMS, WHICH MAY REQUIRE YOU TO PAY FEES TO ACORD, BY CONTACTING ACORD AT +1-845-620-1700 OR THROUGH THE ADDITIONAL CONTACT INFORMATION AVAILABLE AT WWW.ACORD.ORG.
ACORD FORMS ARE MODIFIED PERIODICALLY TO REFLECT CHANGING LEGAL, INDUSTRY AND OTHER REQUIREMENTS. THE ACORD FORMS CONTAINED IN THIS PRODUCT MAY NOT BE THE MOST CURRENT MATERIALS THAT ACORD PUBLISHES. USING OUTDATED ACORD FORMS MAY BE PROHIBITED IN CERTAIN CASES BY GOVERNMENT REGULATORS AND INCREASES THE RISK OF LEGAL ACTION BY INSUREDS AND OTHER THIRD PARTIES. IT IS SOLELY YOUR RESPONSIBILITY TO CONFIRM THAT YOU ARE USING ONLY THE MOST CURRENT FORMS THAT ACORD PUBLISHES. YOU MAY DETERMINE THE CURRENCY OR NON-CURRENCY OF ACORD FORMS BY CONSULTING THE FORMS INFORMATION SECTION OF ACORD'S WEBSITE (WWW.ACORD.ORG). ACORD is an intended third-party beneficiary of the above provisions. The above provisions are made expressly for the benefit of, and are enforceable by, ACORD. The name ACORD and the ACORD logo are registered marks of ACORD Corporation. Choices Software, Inc. has been told that Big I and PIA agent associations have added ACORD Form licensing to their member benefits, for most of their members. This licensing may allow you to subscribe to ACORD Form software from value added ACORD Form resellers. Choices Software, Inc. is a value added ACORD Form reseller. Contact your agents association for details.
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