Understanding Conversion Policies and Commercial Download

ACORD^® eDocs and Messages

Agents and brokers everywhere are enjoying the benefits of ACORD eDocs and messages, a system that delivers electronic copies of policies, certain billing notices, and claims updates to your agency management system. Receiving this information as part of your daily download means you can access all your important information without having to log in to a separate system. ACORD eDocs and messages save you money, help you accomplish more in less time, and even make your client communications more secure.

Sends information promptly

Don’t wait around for paper output. You’ll receive ACORD eDocs and messages the morning following the activity and before your policyholder receives a paper notice in the mail.

Automatically sends daily PDF attachments identical to inquiry views

With ACORD eDocs and messages, the latest updates are already in your agency management system, so you don’t have to perform policy, claims, or billing inquiries.

Supports paperless office initiatives

Seamlessly integrates with daily download workflow

No need to change your current workflow; batch ACORD messages are sent to your IVANS^® mailbox and retrieved along with your daily download.

Automatically creates and assigns an activity or reminder to the person who services that client**

Eliminates emails and attachments that require manual setting and/or assignment of activities.

ACORD eDocs and Messages are available for all commercial lines of business:

Business Owner’s Policy (BOP) Custom Protector (CPSP) Comprehensive Business Package (CBP) Auto

Inland marine and crime Property Umbrella Workers compensation

Liberty Mutual supports messages with PDF attachments for:

• 
  Policies (new business, renewal, and endorsement)
  
• 
  Claims (opened, paid, closed, and reopened)
  
• 
  Billing (pending cancellations and reinstatements)
  

ACORD eDocs and messages work with these agency management systems:

• 
  Applied Systems’ TAM^® (10.3+) and Epic™ (6.0+)
  
• 
  Hawksoft’s^® CMS (3.14+)
  
• 
  NASA Eclipse (6.1+)
  
• 
  Vertafore, Inc.’s TransactNOW^® (6.0+) client-installed with AMS360^®, AfW^®, Sagitta^®, Prime, and Instar agency management systems
  

Work with your agency administrator to get set up.

1. 
   Log in to the Agents’ Portal at commercialportal.libertymutual.com.
   
2. 
   Go to the Agency Administration tab.
   
3. 
   Within the Real Time & Download section, click on Download — Registration and Resend Request.
   

You will need the following information:

• 
  Agency code
  
• 
  Agency management system name and version number
  
• 
  IVANS account and user IDs
  
• 
  IBM #
  

4. 
   Scroll to the bottom of the page and choose which ACORD eDocs you’d like to receive (policy, claims, and billing).
   

ACORD^® eDocs: FAQs

What are ACORD eDocs?

Formerly known as Activity Notes or Activity Notifications, ACORD eDocs is a service that allows your agency management system to receive PDF copies of the policies, certain billing and underwriting notices, and claims updates as part of your daily download. This eliminates the need to scan paper copies in the agent’s office or log into the carrier’s website to download copies of the policy.

What is the difference between ACORD eDocs and Daily Emails from carriers?

ACORD eDocs allow the agency to receive a PDF document of the activity directly into its agency management system. Daily emails require the agent to log in to the carrier’s website to view and manage documents.

Does eDocs overwrite my data?

No, eDocs does not overwrite data in your agency management system.

Do I have to get Commercial Policy Download to get ACORD eDocs?

No, it is not necessary to receive commercial lines policy data download to take advantage of ACORD eDocs.

If we sign up for ACORD eDocs, will we stop receiving paper copies of policies?

Even if you sign up for Liberty Mutual’s Commercial Lines ACORD eDocs, you can continue to receive the paper copies until such time you are ready to discontinue receiving them.

How do I sign up for ACORD eDocs?

Log in to Liberty Mutual’s Agents’ Portal (Administration Tab) and click Download Setup Request to complete the online form.

How can we learn which carriers offer ACORD eDocs?

Check with your agency management system vendor’s website to learn more about other participating carriers.

Which management systems support ACORD eDocs?

ACORD eDoc messages are available for Applied’s TAM^® (10.3+) and EpicTM (6.0+); Hawksoft's CMS (3.14+); NASA Eclipse (6.1+); Vertafore Inc.’s AMS360^®, AFW, Sagitta^®, Prime, and Instar are the agency management systems that support TransactNOW^®.

Can anyone in the agency have access to ACORD eDocs?

Yes. Your system administrator can give anyone in the agency the ability to view and manage ACORD eDocs.

Are ACORD eDocs available for both Commercial and Personal Lines?

Yes, ACORD eDocs can be used for both Commercial and Personal Lines. For Liberty Mutual, we are only offering ACORD eDocs for commercial policies through eCLIQ and CLIQ policies at this time. Safeco has ACORD eDocs for billing notifications.

What lines of business and transactions are supported through ACORD eDocs?

Liberty Mutual supports messages with PDF attachments for all commercial lines of business for the following transactions:

• 
  Policies (new business, renewal, and endorsement)
  
• 
  Claims (opened, paid, closed and reopened)
  
• 
  Billing (pending cancellations and reinstatements)
  

How will I receive ACORD eDocs?

ACORD eDocs are sent to your IVANs mailbox in your daily download.

Can I receive both the Agent copy and the Insured copy in my ACORD eDocs?

Liberty Mutual gives agents the choice to receive either the Insured policy, Agent Copy, or Both copies as attachments.

How do I set up ACORD eDocs?

Please refer to your agency management system vendor’s user guides regarding how to set up ACORD eDocs for your specific system.

Where can I find other sources referencing ACORD eDocs?

Agents Council for Technology has a document that encourages the use of ACORD eDocs available on its website.

What is a good source to learn more information on eSignature?

Before beginning a transition to eSignature, please refer to ACORD published Best Practices for eSignature and eDelivery and also the ACORD Electronic Delivery Supplement (consent/rejection option form).

Click here to read the ACORD article.

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