Insurance Journal Forums

I am a new agent. carrier said i need to "fill out all the applicable acords" to quote business with them. They are not my mainline. What is the best way for a new agent to understand and get access to all applicable acords? The UW with this carrier doesn't seem to want to explain to me what i need, she expects me to know, and i don't have a problem with that. Is there a course i can take to explain acords? Is there somewhere that i can access and print off all acord forms? Thanks for the help!

you probably have access to acord forms in your agency management system. They agency you are working for should have trained you how to fill out acord apps before turning you loose to interact with prospects and underwriters. Look around to see if INS 21, 22 and 23 if offered in your area. Those classes are a solid foundation to start your insurance career.

If you don't have an agency management system you can become an Acord member:

http://www.acord.org/about/membership/P ... fault.aspx

Another good solution that is inexpensive if you don't have an agency management system is www.formsboss.com.

I think nowadays you can probably get Acord Appl. PDF to fill out and forward to UW for Quoting...
..If you really don't know anything about Acord Appl., try at least get familiar with Acord #125 and 126 first; it will help you to get a hold of the CL backbone.