Agency Form Buster can print all ACORD forms. The complete form will display on the screen and data from Amsoft can be dragged to where it needs to be on each form.
To run this program Click on clients. Highlight the client you want a Acord form for. You will find a button on the bottom of the screen labeled "Merge Forms". After you click on this button you will see a screen where you can select the client you want to import information for which lists different coverages you can export to form buster.
First, select the desired insured by clicking on the button with a flashlight on it , highlighting the insured, and clicking on 'Select'.
You can now click on the type coverage for this policy. Data from Amsoft will now be sent to form buster & form buster will run.
A input screen for Form buster might look like this.
For complete instructions on how to use form buster see your user manual; there are 4 pages that go over it's use.
One of the main advantages of form buster is you can scan any form into form buster and fill it in on the screen. You can export data from Amsoft to this form.
Form Managers are the easiest way to produce ACORD forms. To find these, click on 'Forms' from the first menu of Amsoft. You will then see a listing of forms available through the managers. The form managers do not include all the ACORD forms, however, more forms are being added all the time.
The purpose of the form managers is to enable you to access data from Amsoft & do a fast fill of ACORD forms. The advantages of this method are:
Uses same keystrokes as Amsoft.
Allows display of data in different sort orders.
Can quickly add additional forms filled from other forms. Works great for certificates.
To do a form, click on 'Forms' and select 'Form Managers. Then click on the desired form. The manager for that form will appear. To insert a record, click on the 'Insert' button. This will take you to the input screen.
An input screen for a form manager might look like this.
To import Insured information, click on the flashlight button next to Insured's Account #. This will pring up a list of your clients. Highlight the desired client, and click on 'Select'. To import coverage information that has been entered into the client's file, click on the appropriate flashlight button, and the list of coverages entered for that client will appear. Highlight the desired information, and click on 'Select' (if no information appears, then you have either selected the wrong policy, or you have not entered coverage information of this type in this client's file). After the information for the form is filled in, click on 'Ok'. You will see the entry you just made listed on the browse box. To print the ACORD Form, click on the appropriate printer button in the lower left corner. For Certificates, you will need to tag the desired records you wish to print before clicking on the print button. To tag Certificates, highlight the desired certificate record, and click on the 'Tag' button.