My Account Summary Information & Help
My Favorites List Information & Help
My Saved Forms
My Preferences Information & Help
ACORD Form Index Information & Help
My Account Summary Information & Help
Note: All terms given below in bold refer to web site pages and links. By looking for the exact bolded term given, you will find it easy to follow along with the instructions given below.
InsureHub.com's Account Summary page allows you to both make changes to your subscription data, and monitor the activity of your InsureHub.com account. This information is purely for informational purposes, such as the field labeled Expires, which shows when your subscription will run out.
Overview
The Account Summary page is the page you are taken to as soon as you log in. It is also the topmost menu choice from the main navigation on the left side of the web page.
The page is divided into two areas: Subscriber Information & Account Status & Usage. None of the information in either area can be changed by you, but if you should find something you believe to be in error in the Subscriber Information or Account Status & Usage area, you should contact us immediately so that we can insure the integrity of your subscription.
Subscriber Information
Your personal data is found in this area.
Name: This field is for your name, first and last.
Company: Your company name goes in this field.
Address: Your street name and number go in this field.
City: Your city of residence.
State: Your state of residence.
Zip: Your zip code - a zip code +4 is acceptable.
Phone: This can be whatever phone number you want associated with this account.
Fax: Your main fax number goes in this field, if you have one.
User Email: This field is very important as it gives us the username your account is identified by, as well as being our primary method of customer contact. Should you need to change your email address, send an email to: support@insurehub.com.
Password: Your password is found here. Should you need to change your password, send an email to: support@insurehub.com.
Account Status & Usage
The five fields in this area of the page cannot be changed, but do provide basic information about your subscription and your usage of InsureHub.com's fill-in forms.
Registration: This field shows the date & time that your account was activated. The expiration date is based on the date you registered, and reflects whether you are a subscribed user, or a non-subscriber using a demo account for evaluation purposes.
Status: This field shows whether you are account is a Subscriber or Non-Subscriber (demo) account.
Expires: This field shows the date and time (EST) when your account will expire.
Last Use: This field shows the date and time that you last logged into InsureHub.com.
Total Use: The total number of ACORD fill-in forms that you have used is shown here.
Please remember that while you cannot change any information found in the Subscriber Information or Account Status & Usage area on your own, if you believe that there is an error in the Status or Usage information shown here, please contact us immediately so that we can reconcile any problems that may have occurred.
My Favorites List Information & Help
Note: All terms given below in bold refer to web site pages and links. By looking for the exact bolded term given, you will find it easy to follow along with the instructions given below.
InsureHub.com's Favorites Menu allows you to add the forms that you use most often to a single menu for easy access. No more searching through lists of forms on the web site, or creating dozens of bookmarks just so you can rapidly find the forms you use most often.
Now, you can simply manage those ACORD forms that you use day after day, and make using InsureHub.com's online ACORD forms even easier!
Overview
The My Favorites List is the top menu choice among six menu options for locating specific ACORD forms at the ACORD Form Index. Above the All Countrywide Forms, Forms by Category, Forms by Number, Forms by State, and Forms Alphabetically menus is found the My Favorites List menu.
Adding forms to your My Favorites List is a snap, and requires only two steps: first you find the form that you want added to your My Favorites List, and next you'll add the form the Add to Favorites link found on the form toolbar. Then, the next time you choose "Favorites" from the menu options on the ACORD Form Index, you'll see that form listed in numerical order
Finding & Adding ACORD Forms to My Favorites List
First, using one of the other 5 menu choices on the ACORD Form Index you locate the form that you wish to add to My Favorites List.
As an example, we'll use the All Countrywide Forms menu to locate ACORD Form 1, Personal Loss Notice.
ACORD Form 1, Personal Loss Notice is located right at the top of the All Countrywide Forms menu. Click the link to launch that form.
At the top of ACORD Form 1 is a blue toolbar. Locate the link that reads Add To Favorites. Clicking this link will add the form to your My Favorites List
Once you've clicked the Add To Favorites link, check the My Favorites List you will see that ACORD Form 1 (or whichever form you may have chosen instead) has been added to the list of forms found on the My Favorites List. When you add other forms you will find that your My Favorites List automatically organizes itself in numerical order.
That's all there is to it! Add as many or as few forms to the My Favorites List as you wish, and you'll always have the InsureHub.com fill-in ACORD forms that you need right at your fingertips!
Deleting Forms from My Favorites List
This feature will appear very soon so that you may fully manage the forms you have chosen for your My Favorites List.
Adding the Same Form Twice to My Favorites List
No matter how many times you click the Add to Favorites link on the form toolbar, each individual form will only be added to your My Favorites List once, so you never need to worry about repeated listings for the same form.
my saved forms
Note: All terms given below in bold refer to web site pages and links. By looking for the exact bolded term given, you will find it easy to follow along with the instructions given below.
Overview
InsureHub.com's My Saved Forms provides the ability to save and organized your partially complete or complete ACORD forms.
There are two ways to organize your forms making it quick and easy to find a particular form. This is done utilizing folders. Create folders to store a form or multiple forms for certain accounts or store in a "miscellaneous" folder: Create a New Folder or Miscellaneous Work.
New Folder: Create folders by account name to quickly access forms from the past or forms you are still working on.
Miscellaneous Work: This is the default folder your forms will go into if you do not save to a specific folder.
Adding forms to your My Saved Forms is a easy to do. There are two ways to do this. There are three ways to do this: Save or Save As on the tool bar will default into the Miscellaneous Work folder. From there you have the option to create a New Folder or Change Folder. The next time you choose My Saved Forms from the menu options, you'll see that form listed in the folder you chose.
MOVING A FORM TO A DIFFERENT
FOLDER
To move a form from one folder to another you simply select Change
Folder. You will then be prompted to either move to an existing folder
or create a New Folder.
DELETING FOLDERS/FORMS FROM MY SAVED FORMS
Simply select the folder or the form you would like to delete and select the
delete option to the left. A confirmation will come up prior to deleting
the folder/form.
My Preferences Information & Help
Note: All terms given below in bold refer to web site pages and links. By looking for the exact bolded term given, you will find it easy to follow along with the instructions given below.
InsureHub.com's My Preferences page allows you to save Producer Section Preferences data that will be prefilled on all ACORD fill-in forms that you use at InsureHub.com.
Overview
The My Preferences page is found as the second navigation link on the main navigation menu found on the left side of the web pages you will have access to once you have logged in.
Producer Section Preferences
There are nine pieces of information that you can enter on this page that will then populate any ACORD fill-in form that you use at InsureHub.com. If you find that a certain piece of information is not appropriate on a particular form, you can easily change that information on that specific form without impacting the data you have saved to be prefilled on all other ACORD forms.
Line 1: Use for your first & last name.
Line 2: Street number and name.
Line 3: City, State, Zip code.
Line 4: Additional Address Information
Phone: Phone number, with area code. Any format may be used
e.g.: xxx-xxx-xxxx, or (xxx) xxx-xxxx, or xxx.xxx.xxxx.
Fax: Your primary Fax number.
Email: Your company email address
Producer Code: Your producer code.
Sub code: Your sub code.
When you have entered the data on this page, you should first click the Update button, and then the Preview button so that you can see the information as it will appear on an ACORD form.
Preferences Preview Examples
On this page you will see how the information entered on the My Preferences page will look in the two ACORD form formatting styles: 3 Line Layout, and 4 Line Layout.
The Return to Preferences button at the bottom of the Preferences Preview Examples page will take you back to the My Preferences page so that you can make changes to the information entered, or to save the information for use on all ACORD fill-in forms that you use in the future.
Producer Section Preferences Updates
When you are satisfied with the information entered on the My Preferences page, just click the Update button to save it. Leaving or closing this page will not save the date for future use. Once saved, it will always appear prefilled on the ACORD fill-in forms that you use at InsureHub.com.
To change any information for all forms, just return to this page, make the change, and click the Update button. To change this information on one form only, just type over the information that appears prefilled when you first view that particular form.
ACORD Form Index Information & Help
Note: All terms given below in bold refer to web site pages and links. By looking for the exact bolded term given, you will find it easy to follow along with the instructions given below.
Overview
InsureHub.com's ACORD Form Index provides six different ways to find the ACORD form you are looking for, including the new My Favorites List which allows you to organize the forms you use most frequently into one easy-to-reference menu list.
There are also five differently organized menus to make finding a particular form as quick & easy as possible: All Countrywide,
By Category, By Number, By State, and Alphabetically.
All Countrywide: All non-state specific forms are found in this menu listing, organized by number.
By Category: The following form categories are found under this heading, each under a separate menu - Certificates and Binders, Commercial Auto, Garage and Dealers, Loss Notices, Personal Auto, Privacy Statements
By Number: All ACORD forms are listed here, organized by number, including both Countrywide & State forms.
By State: Only specific forms for each of the 50 states, as well as the District of Columbia, and Puerto Rico are organized here under individual menus.
Alphabetically: All Countrywide & State forms are listed here, organized by letter of the alphabet.
Questions
If you do not find the answer to your question in this help page, please email us with your question. Our staff will address your question quickly, and you will most often have an answer the same day.