Skip to main content

​
How it works

Screenshot2025 08 11at21 31 39 Pn

Fill Forms & Certificates

1

Upload documents

  1. Upload any relevant source materials—quotes, binders, policies, emails, or written instructions—in any format.
  2. Specify the form(s) or certificate(s) you need to complete (e.g., ACORD 25, ACORD 130, or a Certificate of Insurance).
You can also select multiple forms at once, such as ACORD 125 and 126 for a General Liability application.
Screenshot2025 08 11at21 34 36 Pn
  1. Cara will automatically extract key information and populate the correct fields on the selected form(s). For each type of form, Cara may also prompt for additional information, for example:
    • ACORD 24 & 25 – Name and address of the certificate holder (if omitted, Cara defaults to the named insured’s details).
    • ACORD 27 & 28 – Name and address of the additional interest (if omitted, Cara will attempt to infer or flag for input). Group6 Pn
2

Add Additional Instructions

You can also include Additional Information to guide how the forms are filled—e.g. “Use mailing address from binder,” or “Replace carrier name with program administrator.”
3

Click 'Create Workspace'

Once you click Create Workspace, Cara will:
  • Generate a completed PDF of the form or certificate
  • Include a summary of findings, highlighting anything important:
    • Flag missing, ambiguous, or conflicting information
    • Suggest likely values using historical data or public sources if something is missing
    • Call out any instructions that were unclear or that may expose you to E&O risk
4

Next Steps

From here, you can ask Cara any kind of follow up. Common ones include:
  • Edit the PDF directly if needed, or simply tell Cara what to change.
  • Ask Cara to generate an email to send to the client
  • Push the document back to your integrated AMS (e.g. Hawksoft, Momentum)

​
Supported ACORD forms

Cara supports generation of the following ACORD forms and certificates: If you need a form that’s not listed, contact support@getcara.ai — new ACORD forms are added regularly.

​
Agency signature

Agencies with multiple producers can manage producer records and signatures directly in Cara. See Producer Management & Signatures for setup and per-document overrides.

​
Slideout viewer New

Generated ACORD forms and certificates open in a slideout viewer rather than a new tab. The slideout keeps the workspace conversation visible while you review the completed form, and it exposes per-document controls without leaving the page:
  • Per-document signature selection — pick which producer signature to apply to this specific document (useful when the workspace produces several forms with different signers).
  • Producer information override — swap the producer identity used on this document if it should differ from the agency-wide default.
  • Download / re-generate — save the PDF or ask Cara to re-render with an updated style.
Use the chevron in the viewer to swap producer signatures before downloading or pushing to your AMS.