ACORD and Supplemental form restrictions

This article provides information on ACORD and Supplemental form restrictions for agency users not on ProducerConnect Premium and market users without a license.

Overview

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

Agency users can upgrade to ProducerConnect Premium and get an ACORD license 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 pages 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 will be hidden. 

However,

  • you can sign ACORD forms during policy binding, but you won’t be able to access them afterward.
  • 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 request quotes from 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 agency pages

Note: Clicking the Premium button in the header opens the ProducerConnect Premium features page, which allows you to contact sales to upgrade. The Premium button is not available to viewers and captive agencies.

  • the Forms page

Clicking Contact sales in the restriction message opens the Contact Us page. From there, you can contact sales to purchase the license.

Restrictions on the Forms tab for agency
  • the Questionnaire

Clicking Contact our sales team opens the Contact Us page. From there, you can contact sales to purchase the license.

Restrictions in the Questionnaire
  • the Inline editor

Clicking Contact our sales team opens the Contact Us page. From there, you can contact sales to purchase the license.

Restrictions in the Inline editor
  • the Documents page for quote requests

Clicking Contact sales in the restriction message opens the Contact Us page. From there, you can contact sales to purchase the license.

Restrictions on the Documents page
  • the Documents page for policies

Clicking Contact sales in the restriction message opens the Contact Us page. From there, you can contact sales to purchase the license.

Restrictions on the Documents page for policies

ACORD and Supplemental form restrictions on market pages

  • the Forms page

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

Forms page with restrictions for markets-1

  • the Questionnaire

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

Market restrictions in the Questionnaire

  • the Inline editor

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

Restrictions for markets in the Inline editor

  • the Documents page for quote requests

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

Documents page

  • the Documents page for policies

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

Documents page