Acord Issue Module

The Acord Issue lets a user issue Certificates of Insurance. And the system will track issued Certificates
and remind the user when to issue a new Certificate.

Main Screen
Certificate Screen
Letters
Reports and Filters
Maintenance

Requirements


Main Acord Issue Screen

Your main screen is where you select the insured company along with the contact person if one is available.

 

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Certificate Screen

The top portion of the screen allows multiple Certificate issue. In those cases where Company has
different contract types with the different Holders.

The bottom portion of the screen lets you specify the Holders along with the version of the
Certificate issued.

 

(Click on screen to expand view)

On the bottom right side is where you print out the Certificate. If you have authorization to issue
the standard Acord Form then contact Springwater Software and we will help you setup your system.

 
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Letters

Letters are not the Certificate. They are cover letters that may or may not be sent to Holders.
And you have the option to send letters to the Insured.

 
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Reports and Filters

The Reports and Filters Screen provides a number of management reports. On the right side is a
Filter Selection section so that you can set your system to only work on selected type of Insured.

 
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Maintenance

The Maintenance Screen is where you specify Certificate Types and establish coverage requirements
for those Types.

 
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Requirements

Operating System : Windows XP or higher
   
Software: Office 2002 or higher (with Access and Word)
Note.. must both be the same version (2002, 2003, etc.)
   
Hardware: Pentium III or higher with 256 meg RAM or higher
About 7 megs of Program and 3 megs per 1000 Insured
   
Recommended: Quality printer (600 dpi minimum)
19" or larger monitor
   
   
 
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