Choose completed forms and email attachments

Prepare the exact documents your team needs, with secure links or multiple attachments.

Documents & forms · Unlicensed staff, Licensed staff, Company admin

How it works

Choose default outputs in Get your AI Form: ACORD package, completed carrier supplements, company questionnaires and selected original documents.
Open a request’s Documents and application history. Generate the current ACORD package, complete and review supplements, and review submitted company questionnaires.
In Deliver your completed documents, export reviewed company questionnaire PDFs. Review every selected file and remove anything unnecessary.
Choose authenticated links or multiple attachments. Attachments are limited to 12 files and 12 MB; links support larger document sets.
Confirm delivery to your own authorized staff email and prepare the draft. Review and approve it in Communication automations, then check actual provider status.
Use the separate carrier submission workflow for any insurer recipient; licensed approval and current evidence are required.

This internal output flow never submits to an insurer. A saved draft is not a sent email.

Changed answers, revised questionnaires, superseded supplements and revoked staff access stop stale delivery.

An arbitrary uploaded carrier PDF needs mapping or manual completion and review before it can be represented as completed.