What you can do
All 750+ ACORD forms
Fill in any licensed ACORD form, with automatic fill-in from one form to another, plus emailing and faxing. See all features
Clients and prospects
Track all of your clients and prospects. Spell check, print mailing labels, keep track of birthdays and much more.
Agency Management option
Also track policy details, companies and sales reps, and create proposals. More about the Management option
Scanning and imaging
Scan deck pages and images right into the program, so everything is stored with the client.
Planner
The appointment scheduler keeps you organized and on time. Set your own reminders and notifications, and run reports at set times.
Customers and policies, start to finish
From customers and prospects to policies and proposals, you’ll be amazed how easy it is to track your daily activities.
The easiest certificates of insurance
Add multiple holders to a single certificate, then email or print one, a few, or the whole list with a click. The holder database means you type each address only once. More about certificates of insurance
Try the real program free
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Download the demo
Download the free demo. It’s the actual program, so you can enter clients and forms and try practically every feature. Printing, exporting and emailing forms are turned off until you register.
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Register when you’re ready
Call 800-208-1977 to register, then enter your registration code. There’s nothing else to install. See pricing
The Forms Boss Plus program is excellent, especially for the cost. We have been using it for years, but the new program far exceeds anything you have offered in the past. We are very happy and impressed with all the features, including file exporting and importing, the email PDF log system and QuickBooks Pro integration, just to name a few.
I also appreciate your excellent and responsive tech service. To be able to contact someone quickly when you’re having a problem is a very important matter to us. We are very satisfied with your program. Keep up the good work!