Forms IQ Workflow Guide

What to Prepare

Confirm the scope and review responsibilities with your team, then gather the relevant approved material.

The required form type and edition, confirmed as supported.
Approved applications, schedules, policies, or other source records.
Field-mapping requirements and the information that needs confirmation.
The reviewer, required signatures, and intended output.

Follow the Workflow

Select

Choose the supported form, edition, and preparation workflow. Confirm the supported ACORD form and the information required for your implementation.

Collect

Bring together applications, schedules, and source documents. Use the approved documents and relevant account details needed to prepare the selected form.

Populate

Map available source information into the supported fields. Prepare business, contact, location, and coverage fields using information available in the source documents.

Check

Highlight blanks or conflicting details for confirmation. Confirm unclear values and obtain missing information before the form is finalized.

Complete

Review, correct, and prepare the form for the approved handoff. Your team verifies the entries and completes the required approvals and signatures before submission.

Review Checklist

Confirm the form type, edition, and account.
Verify business, contact, location, and coverage details against the source.
Resolve missing and conflicting fields.
Check consistency across the prepared document.
Complete your organization’s required approvals and signatures.
Confirm the reviewed output and supported handoff.

Common Exceptions

Two sources show different values

Ask the appropriate person which information is current and retain the confirmation.

A field has no supporting information

Flag it for follow-up; do not fill it by assumption.

The form or edition is not supported

Confirm the available preparation options with the implementation team.

Expected Output

A reviewed form package with supporting context and a clear status for the next approved step.

Confirm before acting.

Verify critical details against the source and complete the approvals required by your organization. The output should reflect what has been reviewed and what still needs attention.

Discuss Your Forms IQ Workflow

Bring representative examples and your current checklist to the Acord AI team.

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In this guide

Forms IQ

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Getting Started with
‍Forms IQ

Forms IQ

Bring Your Workflow.
‍We’ll Help Define the Next Step.

Getting Started with‍Forms IQ

What to Prepare

Follow the Workflow

Review Checklist

Common Exceptions

Two sources show different values

Ask the appropriate person which information is current and retain the confirmation.

A field has no supporting information

Flag it for follow-up; do not fill it by assumption.

The form or edition is not supported

Confirm the available preparation options with the implementation team.

Expected Output

Confirm before acting.

Verify critical details against the source and complete the approvals required by your organization. The output should reflect what has been reviewed and what still needs attention.

Discuss Your Forms IQ Workflow

Bring representative examples and your current checklist to the Acord AI team.

Forms IQ

Bring Your Workflow.‍We’ll Help Define the Next Step.

Getting Started with
‍Forms IQ

Bring Your Workflow.
‍We’ll Help Define the Next Step.