> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getcara.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Fill Forms & Certificates

> Quickly complete ACORD forms or certificates using data from quotes, binders, applications, emails, or other documents.

### How it works

<Frame caption="Fill Forms & Certificates">
  <img src="https://mintcdn.com/oystertechnologiesinc/PY1gFhJpMuuYvPFQ/images/Screenshot2025-08-11at21.31.39.png?fit=max&auto=format&n=PY1gFhJpMuuYvPFQ&q=85&s=85dac8ae263832163ea9d10a8af3c9f6" alt="Screenshot2025 08 11at21 31 39 Pn" width="3600" height="2010" data-path="images/Screenshot2025-08-11at21.31.39.png" />
</Frame>

<Steps>
  <Step title="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).

    <Tip>
      You can also select multiple forms at once, such as ACORD 125 and 126 for a General Liability application.
    </Tip>

    <img src="https://mintcdn.com/oystertechnologiesinc/PY1gFhJpMuuYvPFQ/images/Screenshot2025-08-11at21.34.36.png?fit=max&auto=format&n=PY1gFhJpMuuYvPFQ&q=85&s=2541236cbc2d310e59cb9e23e4fbe371" alt="Screenshot2025 08 11at21 34 36 Pn" title="Screenshot2025 08 11at21 34 36 Pn" className="mx-auto" style={{ width:"45%" }} width="1172" height="1668" data-path="images/Screenshot2025-08-11at21.34.36.png" />

    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). <img src="https://mintcdn.com/oystertechnologiesinc/PY1gFhJpMuuYvPFQ/images/Group6.png?fit=max&auto=format&n=PY1gFhJpMuuYvPFQ&q=85&s=370c054a8c8c6afef465f316433c911a" alt="Group6 Pn" width="3038" height="1757" data-path="images/Group6.png" />
  </Step>

  <Step title="Add Additional Instructions" stepNumber={2}>
    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.”
  </Step>

  <Step title="Click 'Create Workspace'" stepNumber={3}>
    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
  </Step>

  <Step title="Next Steps" stepNumber={4}>
    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)
  </Step>
</Steps>

### Supported ACORD forms

Cara supports generation of the following ACORD forms and certificates:

| Form                             | Description                                                                                                                                                                |
| -------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **ACORD 1 / 2 / 3 / 4**          | Property loss notice, general liability notice of occurrence, and workers' compensation first report of injury                                                             |
| **ACORD 25**                     | Certificate of Liability Insurance                                                                                                                                         |
| **ACORD 28**                     | Evidence of Commercial Property Insurance (auto-spills into ACORD 101 for multi-location)                                                                                  |
| **ACORD 80 / 81 / 82 / 83 / 84** | Homeowners, Personal Auto, Personal Inland Marine, Umbrella, and Dwelling Fire personal-lines applications                                                                 |
| **ACORD 125 / 126 / 127**        | Commercial insurance application, commercial general liability, and business auto sections                                                                                 |
| **ACORD 137**                    | Commercial auto coverages selection / rejection — including 23 state variants (AR, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, KY, LA, MA, ME, MS, NC, NJ, NY, OH, PA, TX, VA) |
| **ACORD 140**                    | Property section                                                                                                                                                           |
| **ACORD 146**                    | Contractors supplemental application                                                                                                                                       |
| **ACORD 175**                    | Commercial insurance renewal application                                                                                                                                   |

If you need a form that's not listed, contact [support@getcara.ai](mailto: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](/copilot/documentgeneration/producers) for setup and per-document overrides.

### Slideout viewer <span data-tag="new">New</span>

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.
