How Acord AI Works

Simple to Start.
‍Built to Scale.

Acord AI connects your workflows, applies intelligent automation, and keeps your team in control from intake through completion.

Step 01
Start with the work

Choose Your Solution.

Select the Acord AI solution that fits your needs. Start with the workflow you want to improve and define the outcome your team needs.

Email & request management
Inbox IQ
Organize incoming emails, prepare tasks and replies, and track requests through review.
Explore Inbox IQ   ->
Explore Inbox IQ   ->
Policy checking & comparison
Policy IQ
Review issued policies against source documents and compare selected policy versions.
Explore Policy IQ   ->
Explore Policy IQ   ->
ACORD forms preparation
Forms IQ
Prepare supported ACORD fields from source information and flag missing details.
Explore Forms IQ   ->
Explore Forms IQ   ->
Quoting & remarketing
Quotes IQ
Organize submission information and compare the quote documents your team receives.
Explore Quotes IQ   ->
Explore Quotes IQ   ->
Certificate requests
Cert IQ
Prepare certificate details from approved policy information for authorized review.
Explore Cert IQ   ->
Explore Cert IQ   ->
Insurance knowledge assistance
Ask AIVA
Explore approved documents, summarize information, and prepare responses for review.
Explore Ask AIVA   ->
Explore Ask AIVA   ->
Step 02
Build around your team

Connect and
‍Configure.

Connect approved emails, documents, and systems, then configure workflow rules, validation requirements, user access, and review levels.

Confirm supported sources and the information available to the workflow.
Define user access, responsibilities, and routing rules.
Set validation checks, exception handling, and required approvals.
Review sample work with your team before moving into the agreed process.

Available integrations, permissions, and supported actions are confirmed for your implementation.

Forms IQ
Your workflow settings
Sources
Build around your team
Access
Authorized users
Rules
Defined checks and routing
Review
Required approval levels
Step 03
Keep the work moving

Automate, Review,
‍and Complete.

Acord AI processes the work, flags exceptions for human review, and tracks each request through its configured approval and completion steps.

Ask AIVA

Connected information. Informed people. Clear next steps.

1
Prepare the work
Organize incoming information and prepare the supported task, document, comparison, or draft.
2
Review the exceptions
Bring missing information, mismatches, and unclear details to the appropriate reviewer.
3
Approve the next action
Your team verifies critical details and provides the approvals required by the workflow.
4
Record completion
Complete the approved handoff and keep the request status and review outcome visible.
Human oversight stays part of the process.

Insurance professionals make the decisions that require their authority, interpretation, and judgment.