Accord Certificate of Liability Insurance 2020-2021

The Acord Certificate of Liability Insurance Flow is used by business owners, vendors, HR departments, brokers, insurance agents and others to generate completed liability insurance forms and update CRM records.

Automation setup:

  1. The Pre-fill from Salesforce Bot is configured to pre-fill the Acord Certificate of Liability Insurance with Salesforce data.
  2. The Open as Role Bot is configured to grant authorized recipients access to the Flow. The authorized person can review the certificate, sign and fill out it.
  3. The Email Notification Postfinish Bot is configured to notify the Flow admin once the certificate Slate is completed.
  4. The Create from Salesforce Record Bot is configured to transfer submitted data to Salesforce.
The automated Acord Certificate of Liability Insurance 2020-2021 Flow automates the process of obtaining insurance information and issuing new certificates. Use this Flow to generate professional certificates in minutes, share them with insured persons and securely transfer captured data to a CRM.

Automated Acord Certificate of Liability Insurance 2020-2021 Flow

Any organization working with contractors and insurance policies can now save significant amounts of time and labor resources by eliminating document errors, generating completed certificates and automatically processing them for approval. airSlate’s Acord Certificate of Liability Insurance 2020-2021 Flow allows anyone in your organization to configure the liability insurance process and transfer the collected information to the data source you already use.

airSlate’s main advantages include:

  1. Automating data transfers with easy-to-configure Bots.
  2. Creating customizable web forms to collect client information.
  3. Negotiating contracts in real-time.
  4. Managing the contract lifecycle.
  5. Getting paid faster with airSlate payments.
  6. Creating and managing e-signature workflows.

Manage your role-based signature workflows with the Acord Certificate of Liability Insurance workflow by automating document routing and setting reminders and notifications. Get access to the airSlate digital process in minutes with a Workflow library, smart no-code Bots and the airSlate Academy.

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form
Documents & Forms included:
PDF
COI COVER PAGE
6 Fillable fields
PDF
Accord Certificate of Liability Insurance 2020-2021
7 Fillable fields
Use Workflow
Bots included:
salesforce-prefill-addon
Pre-fill from Salesforce Record Bot
Pre-fill Slate from Salesforce record
open-as-role-addon
Open as Role Bot
Allow role-specific editing
create-salesforce-record-addon
Create Salesforce Record Bot
Create Salesforce records from completed Slate
notification-addon-postfinish
Email Notification Postfinish Bot
Configure and send out email notifications