1. Using Appulate
  2. Questionnaire & Forms

ACORD and Supplemental form restrictions

Agency users who aren't on ProducerConnect Premium, as well as market users without a license may encounter a number of restrictions on using ACORD and supplemental forms.

Agency users can request a ProducerConnect Premium trial by contacting Appulate's sales team at agencysales@appulate.com.

Market users need to contact sales@appulate.com to purchase a license. See Appulate for MGAs and Appulate for Carriers for more information.

For ways to contact sales from within Appulate, see ACORD and Supplemental form restrictions on the agency and market interfaces below.

ACORD forms

If your company doesn't have a license, you won’t be able to:

Note: If you upload an ACORD form via Uplink, its information will appear in Appulate but the form itself will be hidden. 

However,

  • you can sign ACORD forms for policy binding, but you won’t be able to access them afterwards.
  • viewers can access ACORD forms, but only with watermarks.

Supplemental forms

Note: Some supplemental forms in Appulate belong to markets that aren't Appulate customers. These forms are added because some Appulate customers use them to submit to non-customer markets. 

If your company doesn't have a license, you won’t be able to:

However,

  • viewers can access non-customer supplementals, but only with watermarks.
  • some markets may allow users to access non-customer supplementals even without a license.

ACORD and Supplemental form restrictions on the agency interface

Note: Clicking the Premium button in the header opens the ProducerConnect Premium features page, which allows you to contact sales. The Premium button is not available to viewers and captive agencies. It will also disappear once you've started a trial or when it has expired.

  • the Forms tab

Clicking Upgrade in the restriction message opens the Upgrade to ProducerConnect Premium dialog, which leads to the Contact Us page where you can request a trial or purchase the license. 


  • the Q&A Editor

Clicking Upgrade to ProducerConnect Premium in the restriction message opens the Upgrade to ProducerConnect Premium dialog.

  • the Inline Editor

Clicking Upgrade to ProducerConnect Premium in the restriction message opens the Upgrade to ProducerConnect Premium dialog.

ACORD and Supplemental form restrictions on the market interface

  • the Forms tab
Clicking Contact sales in the restriction message opens the Contact Us page, from which you can contact sales to purchase the license. 

  • the Q&A Editor

Clicking Contact our sales team in the restriction message opens the Contact Us page.

  • the Inline Editor
Clicking Contact our sales team in the restriction message opens the Contact Us page.