Copying Recently Created Acord Forms

You can easily create Acord forms in Jenesis Software.  The also store in your Recently Created section allowing you not only a record of everything that has transpired but also easy access.  It gets even better.  You can also copy recently created forms to make quick edits and changes.

Step 1:  Open the Policy

Step 2:  Choose Forms from the Ribbon

Step 3:  Select Acord Library

Step 4:  Choose Recently Created

Step 5:  Highlight the Acord form and Hit Copy Acord Form

Introducing the Acord 152

Some of you may be familiar with the Acord 146.  This Acord form is used for Commercial Inland Marine policies.
This form has been replaced with the Acord 152.  To access the Acord 152 in Jenesis

  1. Open your Commercial Inland Marine Policy
  2. Choose Forms
  3. Choose Acord Library
  4. Search for the 152
  5. Decide if you want to use the Prefilled or the Blank Version
  6. Complete your form and Print or Save

Its that easy.  And you can always access these in the Recently Created button of the Acord Library.