Send a client application

Enter the client's details to create their personal application link and email. When they submit, the filled ACORDs are emailed to you: ACORD 130 for workers comp, ACORD 125 + 126 for general liability, ACORD 127 + 125 for business auto.

Client contact name

Business name

Client email

Client phone (optional)

Renewal date (optional, for cleanup)

State

Agency customer ID (optional)

Producer name

Coverage (check all that apply)

"Quick" is a 5-minute workers comp version for leads: business, operations, states, payroll, owners and loss history only, no signature. With more than one, the client gets one link and goes through each application in order (workers comp, general liability, auto). Their business details carry over, so they don't retype them.

ACORD 130 form

Lead activity

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General link

For your website or a mass email, use a link with nothing pre-filled:

Workers comp

Workers comp: quick (leads)

General liability

General liability: short

Business auto

Send a client application

Client link

Email to send

Lead activity

General link

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