ACORD upload
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The Bold Penguin Terminal - ACORD upload
Updated: Jul 08, 2025
Description
Steps to use the new ACORD upload feature.
Steps
1
ACORD upload
2
From the Terminal Home screen, click the dropdown arrow next to 'Create New Application', then select 'Upload Document' from the menu.
3
Drag and drop your ACORD form into the upload area, or click 'browse' to select the file from your computer.
For best results, use an ACORD 125 form if available.
4
Once uploaded, data from your ACORD form will be extracted and analyzed.
5
The Business Information from your ACORD form will be displayed for you to review and validate.
6
If your 'Business Type' wasn't automatically detected, use the search bar to find and select the correct type manually.
7
After selecting your Business Type, click 'Start Quote Application' to begin.
8
Fields that were auto-filled from your ACORD form will be marked with a 'Prefilled from Document Upload' note beneath them.
Review these values, then continue answering the remaining questions to complete your application as usual.
9
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