In 1993 a friend and I were talking about his insurance agency. He couldn’t find an agency management system that suited him, and the few that were available were out of his price range. I’d been writing software since the mid ’80s, so he suggested I build one.
Looking at the other systems, I learned that most programmers don’t understand how a normal user thinks. So we designed Forms Boss Web around forms, which makes everything visual. Don’t let the name fool you: it’s much more than ACORD forms. You find the data you need when you need it, with no more hunting through pages of non-visual data.
Built to be easy
Easy to learn
This is number one, because you need to train your employees quickly. New technology can be intimidating, so Forms Boss Web is made for beginners and experienced agents alike.
Easy to use
Get to your data in a few clicks. The Customer form gives you about 90% of your information from one screen, so you can answer a client’s questions without leaving your desk.
Everything your agency needs in one place
You don’t need a separate document scanner, contact manager, ACORD forms program, policy tracker or invoicing system. It’s all built in.
Clients, prospects and policies
Categorize your clients, prospects and policies, and track X-dates and suspense dates at the customer or policy level.
Drivers and vehicles
One click from the Customer form. This data fills into the ACORD forms you create, so you never enter it twice.
Documents and e-signatures
Scan your documents to your cloud service (like Dropbox) and link them to clients or policies: deck pages, images, risk items, anything. Scan signatures and sign apps digitally. Go paperless.
Built-in email
Send email right from the program, and every message is logged under the customer for easy access and re-sending.
Sales reps and commissions
Know exactly who’s producing what, and who isn’t, with no fumbling around to find it.
Invoices and receivables
Print professional invoices with your logo on plain paper. Track receivables, see your 30/60/90-day balances at a glance and send statements.
Scheduling and reminders
Manage your day with a to-do list, appointments and tasks. The system reminds you of everything, like a personal assistant.
Work from anywhere
Your data is hosted on our cloud servers. Use a tablet in the field to collect data and have clients sign apps right on screen.
Multi-user at no extra cost
Log in from as many computers as you need. We don’t charge extra for multiple logins.
Works on your devices
Any modern web browser on Windows, Mac, iPad or Android tablets.
Over 30 built-in reports
Filter to get exactly the data you want, or build your own with the built-in Report Designer.
Customer reports
- Expiration date
- Suspense date
- Envelopes
- Certificate holders by customer
- Notes
- Forms
- Apps
- Policy listings
- Invoice reports
- Word processor documents
- Vehicles
- Drivers
- Mailing labels (custom sorted)
- Birthday cards
- Anniversary cards
Policy reports
- Forms
- Expiration date
- Suspense date
- Notes
- Claims
- Images
- Commissions
- Renewal letters
- Renewal reports
- Premium due
- Policy sales
- Cancellations
- Carrier reports
The bonus: ACORD forms that fill themselves in
Some of our clients own expensive management systems but use Forms Boss Web for their ACORD forms, because it’s so much easier.
- No double entry. Create an auto ID card and the driver and vehicle details are filled in for you. The same goes for homeowner and personal auto apps, and your customer’s name and address always carry over.
- Certificate Holder Master List. Add as many holders to a certificate as you like without looking them up, then choose which ones to print, fax or email.
- Forms look like the real thing. Every ACORD form comes up on screen just as if you rolled it into a typewriter. You just fill in the fields.
- The ACORD guide is built in. Click “Open Form Help” at the top of any ACORD form and the guide (over 400 pages) opens to the instructions for that form.
- Email with an audit trail. Send forms one at a time or in a group. The email log keeps a record of every form you send.
Help from real people
Toll-free tech support
We actually answer the phone when you call, because we know how important it is to fix problems fast. Fortunately, support calls are rare.
Training videos
Skip the learning curve and get started right away with our video tour.
What it costs
$49.95 a month, or $500 a year
There are no setup fees, and you can cancel the monthly plan at any time. All payments are non-refundable, so try it free first. A lot of management programs cost much more.
Starting January 10, 2027, the monthly price will be $55. The yearly price stays $500. See all price changes
Getting started is easy
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Start a free trial
Sign up for the free trial. It’s the real program, so you can explore every part of it. No credit card or deposit needed.
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Call us to keep it
If you decide to keep it, call 800-208-1977 and we’ll have you set up in a few minutes.