Forms Boss Desktop - Standard Features

Standard Registration

Customers & Prospects Database

Track Companies, Names, Addresses, Spouse, Dependents, Notes, etc.

Vehicle & Driver Database

This data is used to help you auto create vehicle and driver related forms.

Custom Report Designer

Build your own custom reports.

Customer Documents Database

Find and correlate all your customer related documents.

Insurance Companies Database

Miscellaneous Contacts Database

Sales Rep Database

Track sales reps and commissions from a single screen. Includes the ability to assign a signature that you can use on your ACORD forms. To view the commissions data you'll need the management option.

All 750+ ACORD forms

Over 30+ Standard Reports

Many standard reports are available for printing, faxing or saving to a File (MS Excel, Text, CSV, HTM, RTF, WMF formats supported).
Customer/Prospect listings; expiration date reports are standard as are mailing labels; even send birthday cards. Sales reports by customer, company and producer. Many filter and date range options.

Import/Export Clients and Forms

Export a customer and all related forms. Great when you need to copy records from one computer to another.

Export forms as JPEG & PDF

Email forms and documents as Adobe PDFs

Network ready and multi-user

We do not charge extra for installing on multiple computers. Something that's unheard of now days. Most vendors charge a per user fee. The database must be installed on a hard wired LAN PC. Wireless is not supported.

Spell check any ACORD form

Print multiple forms in a single transaction

Easy lookup of previous filled in forms

Automatically create related forms

ACORD Instruction Guide is built-in

Free technical support

Complete help file built-in

Certificate Holder Master List

Assign multiple cert holders to your certificates

Print single Certificate, all holders or just a holder list

Backup/Restore Utility

Assignable Security features

And much, much more!

Management Option

Invoice w/ QuickBooks Pro integration

Invoicing, payments, statements and Accounts Receivables.

Policies Database

Tracks commissions, renewals, expiration dates and much much more.

Customer PDF Database

Scan and Import multi-page PDF files. Print. Export back to PDF file.

Document Scanning

Go Paperless. Image and document scanning. Scan deck pages, images, or any other office document, black & white or color. Operate any twain compliant scanner directly from inside of Forms Boss Plus. Scan customer and producer signatures. Image editing tools included. Read and store images from File or scanner. Formats include TIF, JPG, PCX, BMP, RTF, TXT, PCD and PNG. Read and store RTF files from File or Copy & Paste from clipboard. Word Processor built in. Can edit documents that have been scanned using any popular OCR program. Images are compressed and stored in the database. User defined keywords for easy search and retrieval.


Schedule your daily activities such as appointments, tasks or even run a report at any given time. Forms Boss Plus will keep you on schedule. Each user can track their own schedule even on a network.

Automatic Proposal Generation

The program loops through your applications and creates a proposal using a template that you can edit. The completed proposal is placed in its own word processor so you can add to or edit it, then save or print it. You can also copy and paste it into your own word processor.

Over 20 + Management Reports

* Management Option is not a standalone product.