The intended audience for this article is Agents.

After a risk profile is created, you have the ability to add supplementals, ACORD forms, and custom intake forms to your customer’s account. To do so, select the Forms tab on the left side of the screen.

Note: The Risk Data section can be collapsed to make the Forms tab easier to find.

When you are ready to add a Form, click the Add Form + button in the middle of the screen.

The Forms Library screen will appear. Use the top search bar to find the form needed. You can search by using any keywords related to the type of coverage (e.g., “General Liability”), industry (e.g., “Trucking”), or insurance company (e.g., “Travelers).

You can either add a single form by selecting Add + (on a form tile).

Or you can add multiple tiles by selecting checkboxes and then selecting Add Forms.

Once you've added a Form, you will return to the main Form screen (seen below).

Congrats! You have just added your first Form.