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One-click autofill ACORDs with risk data schedules

Autofill all ACORDs with risk data schedules and automatically attach the appropriate overflow ACORD

Philip MacDonald avatar
Written by Philip MacDonald
Updated over 3 weeks ago

The intended audience for this article is Agents.

When you autofill ACORDs, Wunderite automatically adds any required overflow forms. We currently support overflow for:

  • Business Info & Buildings - ACORDs 125, 140, and 823

  • Additional Interests - ACORD 45

  • Equipment - ACORDs 146 and 152

  • Liability Exposures - ACORDs 126 and 211

  • Vehicles - ACORDs 127 and 129

  • Drivers - ACORDs 127, 128, and 163

  • Additional Remarks - ACORD 101

Autofill ACORDs from Risk Data Schedules

The easiest way to autofill all schedules is from a supported Risk Data page. Open the vertical menu [⁝] in the top right and select Autofill All Risk Data ACORDs. You can also autofill a single form, such as Autofill ACORD 125, if that’s all you need.

Choose the forms you want to autofill, then select Autofill ACORDs. Your selection is saved for next time.

A progress notification appears in the top right. Larger sets may take a few minutes. When the autofill is complete, the notification includes a link to view your ACORDs on the Forms page.

After autofilling your risk data schedules to ACORDs, visit our knowledgebase guide to learn how ACORD forms with schedule overflow work.

One-Click ACORDs and Form Templates

All ACORDs listed above support overflow when added as forms or templates from the Forms page. However, one-click autofill from a Risk Data page doesn’t currently support autofilling schedule data into ACORDs created from a specific form template.

If you need to autofill schedule data into an agency ACORD form template, add the relevant templates from the Forms page first. Then use the Autofill button on each form’s response page to populate the schedule data.

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