ACORD eDocs and ACORD Messages

ACORD eDocs and ACORD Messages allows you to receive crucial client information, as well as policy, billing and claims information directly to your agency management system.

Fast and Easy Access to Client Information
eDocs and Messages allows carriers and MGAs to send policy, billing and claims information to you through your standard IVANS Download. Rather than pulling and attaching client information from individual company sites, eDocs and Messages provides fast and easy access to critical client information, including Dec pages, cancellation notices, payment information and general underwriting and marketing messages. 

eDocs and Messages streamlines your daily workflow by delivering these notifications and document attachments from carriers and MGAs directly into your agency management system. Documents can be saved directly to the policy or client file, so you can spend more time on revenue-generating activities instead of searching for information.

See Which of Your Carriers Offer ACORD eDocs and ACORD Messages >

Key Benefits
  • Improve efficiency with reduced manual data input and paper routing
  • Deliver better client service with current policyholder information
  • Policy documents are automatically pushed to the proper agency employee
  • On-demand access to client documents from your agency management system
  • Allows your agency to proactively initiate customer service and reduce policy attrition


For more information about ACORD eDocs and ACORD Messages and other Applied solutions, call us at 1.800.786.1362 or Contact Us.