Forms IQ by Acord AI

Turn Source Information Into
‍Review-Ready ACORD Forms.

Forms IQ helps insurance teams extract information from approved source documents, populate supported ACORD forms, and identify missing details before human review.

Book a Forms IQ Demo ->
Book a Forms IQ Demo ->
See how it works
See how it works
01 / COLLECT
Start with approved information
Policy IQ
02 / PREPARE
Populate supported ACORD fields
Forms IQ
03 / REVIEW
Confirm details before handoff
Cert IQ
Accelerated
Reduce repeated entry during form preparation.
Validated
Check populated fields against source information.
Transparent
Keep missing details and review status visible.
Built for ACORD forms preparation

Less Repeated Entry.
‍More Consistent Preparation.

Keep applications, supporting documents, and form fields connected. Prepare the information your team needs with a clear view of what still requires attention.

Policy IQ
Forms IQ
Source Document Intake
Bring approved applications, schedules, and supporting documents together for form preparation.
Organized source documents
Relevant account information
Clear preparation requirements
Explore Forms IQ with our team
Explore Forms IQ with our team
Forms IQ
Information Extraction
Identify available business, contact, location, and coverage information from the supplied documents.
Details gathered from the source
Structured field preparation
Unclear information flagged
Explore Forms IQ with our team
Explore Forms IQ with our team
Forms IQ
Supported Form Population
Map available information into supported ACORD form fields using the selected form and workflow.
Field mapping
Consistent use of supplied data
Supported templates confirmed at setup
Explore Forms IQ with our team
Explore Forms IQ with our team
Policy IQ
Forms IQ
Missing-Information Checks
Identify blank, conflicting, or incomplete details that need confirmation before the form moves forward.
Missing fields highlighted
Conflicting values surfaced
Follow-up questions prepared
Explore Forms IQ with our team
Explore Forms IQ with our team
Forms IQ
Form Review and Corrections
Give your team a structured way to verify entries and correct the prepared form.
Review against source documents
Editable prepared details
Human approval before release
Explore Forms IQ with our team
Explore Forms IQ with our team
Forms IQ
Prepared Form Handoff
Organize the reviewed form and supporting information for the next approved workflow step.
Review-ready form package
Supporting document context
Configured output and handoff
Explore Forms IQ with our team
Explore Forms IQ with our team
Policy IQ
Forms IQ
Source Document Intake
Bring approved applications, schedules, and supporting documents together for form preparation.
Organized source documents
Relevant account information
Clear preparation requirements
Explore Forms IQ with our team
Explore Forms IQ with our team
Explore Features
Explore Features
Forms IQ
Forms IQ
Information Extraction
Identify available business, contact, location, and coverage information from the supplied documents.
Details gathered from the source
Structured field preparation
Unclear information flagged
Explore Forms IQ with our team
Explore Forms IQ with our team
Explore Features
Explore Features
Forms IQ
Forms IQ
Supported Form Population
Map available information into supported ACORD form fields using the selected form and workflow.
Field mapping
Consistent use of supplied data
Supported templates confirmed at setup
Explore Forms IQ with our team
Explore Forms IQ with our team
Explore Features
Explore Features
Policy IQ
Forms IQ
Missing-Information Checks
Identify blank, conflicting, or incomplete details that need confirmation before the form moves forward.
Missing fields highlighted
Conflicting values surfaced
Follow-up questions prepared
Explore Forms IQ with our team
Explore Forms IQ with our team
Explore Features
Explore Features
Cert IQ
Forms IQ
Form Review and Corrections
Give your team a structured way to verify entries and correct the prepared form.
Review against source documents
Editable prepared details
Human approval before release
Explore Forms IQ with our team
Explore Forms IQ with our team
Explore Features
Explore Features
Forms IQ
Forms IQ
Prepared Form Handoff
Organize the reviewed form and supporting information for the next approved workflow step.
Review-ready form package
Supporting document context
Configured output and handoff
Explore Forms IQ with our team
Explore Forms IQ with our team
Explore Features
Explore Features
Connected information. Controlled actions.

From Source Documents to
‍Prepared Forms.

Start with the information you already have, prepare the supported fields, and confirm the details before use.

01
Select
Choose the supported form, edition, and preparation workflow.
02
Collect
Bring together applications, schedules, and source documents.
03
Populate
Map available source information into the supported fields.
04
Check
Highlight blanks or conflicting details for confirmation.
05
Complete
Review, correct, and prepare the form for the approved handoff.
Forms IQ
Step 01 / Select
The right form for the work
Confirm the supported ACORD form and the information required for your implementation.
Policy IQ
Step 02 / Collect
Information with its context
Use the approved documents and relevant account details needed to prepare the selected form.
Forms IQ
Step 03 / Populate
Less repeated entry
Prepare business, contact, location, and coverage fields using information available in the source documents.
Policy IQ
Step 04 / Check
Make information gaps visible
Confirm unclear values and obtain missing information before the form is finalized.
Cert IQ
Step 05 / Complete
Ready for the next step
Your team verifies the entries and completes the required approvals and signatures before submission.

Start with the information you already have, prepare the supported fields, and confirm the details before use.

Answers to your questions

Get to Know Forms IQ.

Explore the workflow, the information your team needs, and the role of human review.
Have another question?
What is Forms IQ?

Forms IQ is Acord AI’s ACORD form preparation solution. It helps teams move information from supplied documents into supported forms and review missing or conflicting details.

Which ACORD forms are supported?

Supported form types, editions, and fields are confirmed during implementation. Share the forms your team uses so we can establish the appropriate preparation workflow.

What source documents can we use?

Your workflow may use applications, policy documents, schedules, and other approved records. Document formats and extraction requirements are reviewed during setup.

What happens when information is missing?

Missing or conflicting details are flagged for follow-up. Your team should confirm the information from an appropriate source before finalizing the form.

Are prepared forms ready to submit without review?

Prepared forms require the checks and approvals defined by your organization. Your team remains responsible for confirming the information and any required signatures before submission.

How do we get started?

Bring representative source documents and the ACORD forms you use. A demo can help define field mapping, form support, review requirements, and the final handoff.

Take the next step with Forms IQ

Move from Documents to Forms
‍with a Clear Review Process.

See how Forms IQ can help your team prepare ACORD forms with less repeated entry and better visibility into missing information.

Request a Forms IQ Demo ->
Request a Forms IQ Demo ->
info@acordai.ai
Tell us about your team's workflow.
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Your AI Assistant for Everyday Insurance Tasks.
Acord AI is an AI-powered insurance operations platform helping agencies, brokerages, and MGAs automate workflows, including inbox management, policy checking, ACORD forms, quote comparisons, and certificates. Powered by Insuserve1.
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