Generate ACORD Forms with Schedules

HawkSoft enables you to generate ACORD© forms with pre-filled client/policy information. Schedule information can be added to the Commercial Insurance Application by adding one or both of the following sections:

  • Commercial Inland Marine Section (ACORD 152)
  • Agriculture Personal Property Section (ACORD 403)

In this article, we will walk you through how to add these sections with schedule information to the Commercial Insurance Application form and create a forms package.

For information on how to create individual ACORD forms, see Creating and Modifying an ACORD Form.

See Scheduled Property and Unscheduled Property for steps on adding schedules to a commercial policy.

Required Permissions:
In order to complete this task, user permissions must be set to include:

Client Actions > Action Menu

See User Permissions for more information.

Modify the Commercial Insurance Application

  1. Retrieve the client, and then select the policy.

  2. Click Action, and then select one item in each of the first three lists to describe what prompted this transaction.

  3. Select Change Client/Policy.

    The Edit Client/Policy window opens.

  4. Select the Forms tab on the left.
  5. Select the Commercial Insurance Application (2016/03).

  6. Click Edit.

    The Commercial Insurance Application opens and you can add the Commercial Inland Marine Section and/or Agriculture Property Section.

    1. Click on the ACORD form toolbar.

      The Select Form dialog appears.

    2. Select (Current Forms) from the Category drop-down.
    3. Enter Commercial Inland Marine Section, or 152 In the Search field.

    4. Double-click Commercial Inland Marine Section (2015/06).

      If you have multiple lines of business with schedules on the policy, the Select Line of Business dialog opens.

    5. Double-click the Inland Marine - Commercial LOB if this policy has more than one LOB.

      The HawkSoft Form Filler adds pages from the Commercial Inland Marine Section to the Commercial Insurance Application. 

      Basic client and policy information floods to the first page.

      Additional Interest information floods to the second page.

      Scheduled property floods to the third page.

      If there are any unscheduled items on the selected LOB, an additional page is created showing the unscheduled items.

    6. Complete the Commercial Inland Marine Section, as needed.
    7. Click Print/Send/Attach, or move onto the next section to add the Agriculture Property Section if needed.

  1. Click on the top toolbar.

    The Select Form dialog appears.

  2. Select (Current Forms) from the Category drop-down.
  3. Enter Agriculture Property Section Scheduled And Unscheduled (2016/03) or 403 in the Search field.

  4. Double-click the Agriculture Property Section.

    If you have multiple lines of business with schedules on the policy, the Select Line of Business dialog opens.

  5. Double-click the Agriculture Scheduled & Unscheduled Personal Property LOB, if applicable.

    The HawkSoft Form Filler adds pages from the Agriculture Property Section to the Commercial Insurance Application forms package.

    Basic client and policy information, as well as Additional Interest information floods to the first page.

    Scheduled property floods to the second page.

    Itemized unscheduled property floods to the third and fourth pages.

    Miscellaneous unscheduled property floods to the end of the fourth page.

  6. Complete the Agriculture Property Section, as needed.

  7. Optional: Click to add additional ACORD forms, as needed.

    See To create an ACORD forms package for more information.

  1. Click Print/Send/Attach in the top left corner to complete the forms package.

    The Print or Send Document dialog opens.

  2. Use the Print or Send Documents dialog to email, print, and attach the form(s), as well as send the form(s) for signature.

    The following options can be applied to your document before you email, print, send for signature, or attach.

    You can use the Back button at the bottom of the dialog to return to your form if additional changes are needed.
    Example: You can perform any action, such as attach the form, and then go back and modify the form and attach the modified copy as well.

    Apply Agent Signature on Action

    HawkSoft enables you to select an electronic signature from the Apply Agent Signature on Action drop-down list to add to forms that have an Agent or Producer Signature field.

    You must have a signature stored in your HawkSoft profile to use this feature. See My Account Information and Signature to add a signature to HawkSoft.

    In addition to your own, signatures for other users are available from the drop-down list if they have been shared with you.
    See My Account Information and Signature for more information.

    Page Range

    Select the specific pages to be included with any of the actions selected below. For example, if a page of the form has exclusions that don't pertain to your state, you can remove that page before sending or printing the form.

    Click to see your signature or to verify that you have selected the correct pages.

    Attach a copy of the document to the client file on action below

    Select this check box before emailing, printing, or sending the document for signature, and if you want to attach a copy of the document to the client/policy Attachments tab when you are done performing actions.

     HawkSoft recommends attaching a copy to the client/policy Attachments tab.

     Click to open the Edit Attachment Properties dialog to assign a task, modify the Description, as well as other modify attachment details, as needed.

    Available Actions

    Select any or all of the actions below, as needed. You can select each action in any order. After each action, you will return to the dialog to perform additional options.

    A ✓ check mark appears on each action button when completed.

    Send Email – The Email Recipients dialog opens. Select the recipients that you want to send the document to. See Email Overview for detailed instructions.

    A copy of the email, containing the attached document, is saved to the client/policy Attachments list if the Auto Attach Sent Emails setting in General Settings is checked.

    See User Email Setup to configure HawkSoft to send emails through your email provider.

    Print Copy – The Print dialog opens. Select printing options, and then click Print.

    Send for E-Signature – The Send Document for E-Signature dialog opens. Add signers and email addresses, select a template or enter a message, and drag and drop additional documents to send for signature as needed.

    See E-Signature Overview to set up integration between HawkSoft and your e-Signature provider.

    Attach Copy – The document is saved and attached to the selected client/policy Attachments tab.

    If the Attach a copy of the document to the client file on action below option was selected before performing any of the above actions, a green checkmark indicates that the document has already been attached to the client/policy.

The commercial forms package is created and saved to the policy.

If any client/policy information has been changed since the form was originally created, the information is not automatically updated on the form. When the policy is renewed or endorsed, make sure to review the ACORD forms and edit them as needed.

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