For insurance agents & agencies
Stop retyping the same ACORD forms all day
Your client's details live in your CRM — but the forms don't know that. Save each client once in Filly and it fills any ACORD form, application, or carrier PDF from that profile in about a minute. No more copying the same name, address, and policy details onto form after form.
Free plan: 5 clients, 10 filled documents a month. No credit card.
In three steps
Save the client once
Name, address, business details, policy info — entered a single time and stored as a reusable profile.
Upload the form
Any ACORD form, carrier application, or PDF. Filly maps the fields and fills them from the client's profile.
Review & send
Check the color-coded values, export a clean copy, or send a no-login link for the client to e-sign.
Built for the paperwork side of the job
One profile, every form
The same client data feeds ACORD 25, 125, 126, applications, and carrier PDFs — enter it once, reuse it across the whole file.
Batch the busywork
Prepare the same form for a book of clients in a single run instead of one at a time — renewals and mass updates stop eating your afternoon.
Reads carrier PDFs and scans
Non-fillable carrier forms and scanned documents work too — Filly extracts the fields with OCR so every form fills the same way.
No-login e-signature
Send a link where the client reviews and signs in any browser — no account or app on their end, and you get the signed copy back.
Gets faster every renewal
You run the same forms every week
Correct a field or nudge a value into place once, and Filly remembers it for that form — so the next client's ACORD comes out right with no cleanup. Across a book of renewals, the repetitive typing compounds away: the more you use a form, the less you touch it.
Client data stays protected
Client information is encrypted at rest, isolated per account with row-level security, and never used to train AI models. Export or delete any client's data at any time. See the security page.
Fill your first ACORD form free
Save one client, upload one form, and see it fill itself. 5 clients and 10 filled documents a month on the free plan — no credit card.
Get startedFrequently asked questions
- Which insurance forms can Filly fill?
- Any form you upload as a PDF or Word document — ACORD forms (25, 125, 126, and others), carrier applications, certificates, and your own agency templates. Filly reads the form, maps every field, and fills it from the client profile you saved. You review each value before exporting.
- Does it connect to my AMS or CRM?
- Filly works from client profiles you save in the app rather than a direct AMS integration. You can enter or paste a client's details once, and from then on every form fills from that profile — no re-typing per form.
- Can I prepare the same form for many clients at once?
- Yes. Batch fill prepares the same form across a list of clients in one run — useful for renewals or a carrier change that touches your whole book.
- Can clients sign the forms?
- Yes. After filling a form, share a no-login link. The client opens it in any browser, signs on the page, and you get the signed copy back — no account needed on their end.
- Is Filly free to try?
- Yes. The free plan includes AI field extraction, up to 5 saved clients, and 10 filled documents a month, with no credit card. Paid plans start at $19/month for higher limits, batch fill, and e-signature.