We have about 7 PDF forms that we want to put on our web site. They are insurance Acord forms. These forms are on PDF format and they are already mapped with all fields. Acord forms are standard forms used on the insurance industry. For example, I can take an Acord form 125 and fax it to different markets to request insurance quotes without changing anything on the form.
One of the seven forms (Acord 125) is the commercial insurance application. The rest of the forms are for the different line of business (General Liability, Property, Workers Comp, Etc.). So, if I fill out a 125 (Commercial Insurance App) and specify on it that I want GL and Property; I have to attach a property app and a GL app with the 125 app. We want to pull agents to our web site. They only way an agent will go to our web site and fill out an app is if they can use the same app with other markets. They won’t fill out an Acord 125 to request quotes with 3 insurance companies and then go to our web site and fill out a second proprietary form. That’s why it’s so important for us to be able to get the forms on our web site.
Here comes the tricky part. I created a logic which I’m not sure if it the ideal way to get the forms from the web site. There could be about 7 check boxes on the web site, one for each application. If as an agent wants to apply for GL and Property, he checks the check box 2 (GL) and check box 3 (Property) and press the submit button, and a PDF document will open with form 125 and form 140 on the same document. There could be a lot of combinations. Checkbox 2 & 3, 3 & 5, 5 & 4, 1 & 7, etc.
The form they will get will be mapped and set up to work with form router.
Do you know of any easy way to do this or do I have to create a PDF document for every possible combination the agent might choose?
I was told that creating a pdf document with hidden templates for each app would work. The agent fills out the first app and checks the boxes of all the applications they want and as they check the boxes, the form will be displayed. This requires reader extensions to be enabled on the document.
If there is a better and cost effective way to do this, please let me know.