You can track Clients, Prospects, Policy details,
Proposals and Sales Reps. We do Imaging too, scan
deck pages and images right into our program.
Our Planning form will keep you organized and on time
with our appointment scheduler. You can set your
own reminders and notifications. Run reports at
set times.
We think you'll find our software
the best overall choice for creating official ACORD
forms and to help manage your
Agency. The DeskTop version includes
over 275 licensed ACORD forms to assist you in
managing every aspect of your business. From
Customers and Prospects to Policies and Proposals
you'll be amazed how easy it is to track all your
daily activities.
There are many automated
ACORD Forms Features built into the
package like emailing, faxing and autofill from one form
to another. You can also spell check, print
mailing labels, track birthdates and do a host of other
Client management functions.
Our Certificate of Insurance forms are the easiest to
use on the market. You can add multiple
holders to a single certificate. Email or print
one cert, select a few or the entire list with just a
click. We've provided a Holder's database to so
you only have to type the address once, from then on you
can just select the ones you want added to the form!
More info on
Certificates of Insurance by clicking here.
We've also just introduced a new
application that lets you automate your Certificate and
Evidence issuing. Check it out by clicking here
ACORD Forms FBWebCerts.
May we suggest you take the guided
tour to start learning what Forms Boss Plus can
do for you and your business? Click this link
now to
start the tour...
Guided Tour
Questions: Call us at 800-208-1977 and talk to a
live representative, no automated phone tag here.