McDonough Insurance Services
McDonough Insurance Services ACORD Set
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ACORD Set

The standard commercial application, filled from what the client already told you. Confirm the answers, generate the forms, and the questions nobody has asked yet come back as a short list you can take to the client.

Client

Start from a client

Open a finished intake from the pipeline, or drop the client’s current policy to read their details off it.

Open the pipeline →
Drop ACORD source documents here, or click to choose files
    Add the dec page, loss runs, schedules, and any seed-data pages. Helm will wait until you click Read documents.
    Review the tax ID before generation. Helm only fills a business FEIN/EIN when it is clearly labelled in the source document. If the applicant uses a personal SSN, leave it blank and have Mike enter it directly.

    Policy

    Answers pre-set to what you usually write. Confirm or adjust each one.

    Class codes are not on this screen. Assigning a class code is your call, so those cells come back empty for you to complete.

    Your forms

    Each form is created here on your computer and downloaded straight to you. Client answers are processed to build the submission and are not held anywhere else. Review, complete anything the intake could not know, and sign.