Make the first upload easy.
A vendor or broker opens the link, uploads an ACORD 25 PDF, and sees what the selected requirements call for.
The vendor and broker portal
One link. A much simpler handoff.
Give each vendor a permanent place to send certificates and respond to requests. Their broker can use the same link, without creating an account.
A clear next step for every certificate.
- Open your vendor link
- Upload the certificate PDF
- See what needs attention
Illustrative workflow · Sample data
A simpler way through the paperwork.
Make revisions specific.
Send a broker the discrepancy list and a direct path to upload the updated document. Keep the request and response connected.
Keep related paperwork close.
The portal also supports W-9 collection and structured Workers’ Compensation exception requests for the client to review.
Helpful reading for your next step.
Bring a little clarity to your workday.
Collect the paperwork, see what needs attention, and keep the next step moving.