Fill Forms & Certificates

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How it works

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.

3. 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).

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)

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Agency Signature

1. Go to https://www.dochub.com/en/esignature-generation-tools/svg-signature-generator
2. Click on “Draw signature”
3. Draw your signature
4. Click “Save as SVG”
5. Email the saved SVG file to support@getcara.ai