In 1993 a friend and I were talking about his insurance agency. He couldn’t find an agency management system that suited him, and the few that were out there cost more than my first house! I’d been programming computers since the mid ’80s, so he suggested we build one. He’d help with the insurance side, and I’d do the techie stuff.
Looking at other systems, I learned that a lot of programmers don’t understand how a normal user thinks. Many years, thousands of hours and about a million dollars later, we have Forms Boss Plus. Don’t let the name fool you: it’s way more than ACORD forms. We designed the whole program around forms, which makes everything visual, so you can find the data you need when you need it, usually in a hurry.
Built to be easy
Easy to learn
This is number one, because you need to train your employees quickly. New technology can be intimidating, so Forms Boss is made for beginners and seasoned agents alike.
Easy to use
Get to your data in a few clicks. The Customer form gives you about 90% of your information from one screen, so you can answer a client’s questions without leaving your desk.
Everything your agency needs in one place
You don’t need a separate document scanner, contact manager, ACORD forms program, policy tracker or invoicing system. It’s all built in.
Clients, prospects and policies
Categorize your clients, prospects and policies with customizable fields, and track X-dates and suspense dates at the customer or policy level.
Drivers and vehicles
One click from the Customer form. This data fills into the ACORD forms you create, so you never enter it twice.
Document scanning
Scan documents straight into the program: deck pages, images, risk items, anything. Scan signatures and sign apps digitally. Go paperless, with no separate document program to buy.
Built-in email
Email one ACORD form or a group at once, and pull contacts from Outlook. The email log keeps a full audit trail of every form, document and attachment you send.
Proposal generator
A real time saver. It goes through your apps and builds a proposal from the default template or your own, then opens it in the built-in word processor so you can change the text or graphics.
Sales reps and commissions
Know exactly who’s producing what, and who isn’t. It’s just a click away.
Invoices and QuickBooks Pro
Print professional invoices with your logo on plain paper. Payment information can carry over to QuickBooks Pro automatically.
Accounts receivable
See your 30/60/90-day balances at a glance, send statements and get paid on time.
Scheduling and reminders
Manage your day with a to-do list, appointments and tasks. The system reminds you of everything, like a personal assistant you don’t have to pay.
Take it on the road
Visiting a client? Take your laptop, export your work to a file, and email it to the office to import into the main database. Great for outside sales people or working from home.
Multi-user and network ready, at no extra cost
Install it on as many computers as you need. You pay one fee per agency, not per user, while our competitors charge per user.
Over 30 built-in reports
Filter to get exactly the data you want, and export to CSV (Excel), HTML, RTF or WMF. Need something we haven’t thought of? Create and modify your own reports with the built-in Report Designer.
Customer reports
- Expiration date
- Suspense date
- Envelopes
- Certificate holders by customer
- Notes
- Forms
- Apps
- Policy listings
- Invoice reports
- Word processor documents
- Vehicles
- Drivers
- Mailing labels (custom sorted)
- Birthday cards
- Anniversary cards
Policy reports
- Forms
- Expiration date
- Suspense date
- Notes
- Claims
- Images
- Commissions
- Renewal letters
- Renewal reports
- Premium due
- Policy sales
- Cancellations
- Carrier reports
- Proposals
The bonus: ACORD forms that fill themselves in
Some of our clients own expensive management systems but use Forms Boss for their ACORD forms, because it’s so much easier.
- No double entry. Create an auto ID card and the driver and vehicle details are filled in for you. The same goes for homeowner and personal auto apps, and your customer’s name and address always carry over.
- Forms work together. For example, the Commercial General Liability Section (126S) completes a certificate for you, along with many other time-saving automations.
- Certificate Holder Master List. Add as many holders to a certificate as you like without looking them up, then choose which ones to print, fax or email.
- Forms look like the real thing. Every ACORD form comes up on screen just as if you rolled it into a typewriter. A status bar at the bottom tells you what each field is for and what to put there.
- The ACORD guide is built in. Press F1 on any ACORD form and the guide (over 400 pages) opens to the instructions for that form.
Help when you need it
Toll-free tech support
We actually answer the phone when you call, because we know how important it is to fix problems fast. Fortunately, support calls are rare.
Built-in help and videos
Press F1 anywhere in the program for help. To skip the learning curve, watch our video tour.
What it costs
$399 one time for the Management option
Plus $170 a year for your Standard registration. You never pay the $399 again. A lot of management programs cost more than that per month.
Starting December 1, 2026: $400 one time and $200 a year. See all price changes
Getting started is easy
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Download the free demo
Download the demo. It’s the real program, so you can explore every part of it. No credit card or deposit needed.
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Call us to register
When you’re ready, call 800-208-1977 for a registration code that takes it out of demo mode. There’s nothing else to install.