This is a great time of year to remind people that fully completed ACORD forms get first priority. When a form is complete the underwriters can quickly quote it instead of spending time researching your customer’s info. They can give you faster quotes when they have a lot of info to work with at the beginning. For a great refresher on how to properly fill out an ACORD, here’s a great screen-shot tutorial from Total CSR on How to complete ACORD form 125.
For those of you who prefer watching YouTube videos and want to learn how to correctly fill out ACORD forms 125,126,and 140, this video is just under a half-hour long and gives you time stamps on when the presenter goes to fill out each form.