Resource Center

Forms

WinRater includes frequently-used Forms to help you sell and service your book of business. You can save these Forms, print them as PDFs and email them to customers or vendors.

You can access all WinRater forms from the WinRater Quick Start Menu or from within a quote. If you access a Form from the Quick Start menu, the form will be blank—no client information is prefilled.

While quoting, you can access a Form and all the quote information will automatically pre-fill onto the Form. To access a Form in WinRater, select Forms from the toolbar and select the appropriate Form from the drop-down list. You can also choose the Quote Actions in the toolbar, Actions in the upper right hand corner of the quote screen, or right-click on any premium in the Premium Panel.

MA Auto Forms supported in WinRater
  • MA Personal Auto Application – Acord 2009
  • Insurance Binder – Acord 75 (2004/09)
  • Automobile Loss Notice – Acord 2 (2002/01)
  • Personal Auto Policy Change Request – Acord 71 (2002/01)
  • Cancellation Request/Policy Release – Acord 35 (1/97)
  • Pre-Inspection Form B
  • Pre-Inspection Form D
  • Pre-Inspection Form G
  • RMV-1
  • RMV-3
  • 2A Form
MA and RI Homeowner Forms supported in WinRater
  • Homeowner Application – Acord 80 (2010/05)
  • MPIUA Homeowner Application – Acord 60 MA (2010/03)
  • RIJUA Homeowner Application – Acord 64 RI (2010/03)
  • Policy Change Request (Except Auto) – Acord 70 (2004/05)
  • Property Loss Notice – Acord 1 (2011/07)
  • Cancellation Request/Policy Release – Acord 35 (1/97)
  • Insurance Binder – Acord 75 (2004/09)
MA and RI Dwelling Fire Forms supported in WinRater
  • Dwelling Fire Appliation – Acord 84 (2005/08)
  • MPIUA Dwelling Fire Application – Acord 65 MA (2010/03)
  • RIJUA Dwelling Fire Application – Acord 66 RI (2010/03)
  • Personal Policy Change Request (Except Auto) – Acord 70 (2005/05)
  • Insurance Binder – Acord 75 (2004/09)
Personal Umbrella Forms supported in WinRater
  • Personal Umbrella Application – Acord 83 (2011/01)