How to Upload Supplemental Documents for a Submission

Effective 9/1/2026

Overview

Agents can upload ACORD applications and supporting documentation directly within the proposal workflow. Supporting documents can be attached to submissions to provide additional information required for underwriting review. Uploaded information may be used to prefill proposal details.

Upload Documents

• Open a proposal.
• Navigate to the document upload section.
• Select Upload File.
• Click Choose File.
• Select the document from your computer.
• Click Save.
• Wait while the system processes the document.

FAQ

What if the system cannot read my ACORD form?

The proposal will not be prefilled if OCR cannot read the uploaded PDF. Verify the form and upload again.

What file types can I upload?

Refer to system upload requirements displayed in the portal.