Self-service commercial lines, ACORD, supplemental application, and renewal packet automation

Insurance Agency & MGA PDF Automation — Batch Fill ACORD & Supplemental Forms from Excel

Built for independent insurance agencies, MGA/wholesale brokers, and commercial lines account managers: populate flat or fillable ACORD forms, carrier supplemental questionnaires, Statement of Values (SOV) schedules, loss-run authorization letters, and COI renewal packets from AMS CSV/Excel exports.

Try five spreadsheet rows free with a watermark and free AI column matching. Clean ZIP exports are included in Starter ($19/month for up to 25 rows), Pro ($49/month for 100 rows), and Business ($99/month for 500 rows).

Your data lives in Google Sheets? Fill the PDF directly from Sheets with the JustFill add-on.

22-second walkthrough

One PDF. Five spreadsheet rows. One ZIP.

A real production workflow with a synthetic vendor form and a five-row Excel workbook: match all nine fields, review every PDF, and export one ZIP.

  1. 1Review nine PDF fields once
  2. 2Match 9/9 Excel headers
  3. 3Approve five and export ZIP

PDF mail merge, without Word

How to fill multiple PDF forms from Excel

Keep the original PDF layout. Put column names in the first spreadsheet row and one customer, employee, vendor, or case in each row below it. JustFill creates a separate PDF for every selected row.

  1. 1

    Upload the original PDF

    Use an AcroForm, a flat PDF, or a scan. JustFill detects the fields before the merge.

  2. 2

    Import XLSX or CSV

    Dates, leading zeros, percentages, booleans, and spreadsheet headers are preserved for mapping.

  3. 3

    Check the column mapping

    Matching headers map directly. Ambiguous columns can use AI-assisted mapping.

  4. 4

    Review and export

    Approve the records you want and download individual filled PDFs in one ZIP.

Sample input

One insured account row becomes one completed application or renewal PDF

Named Insured & FEINLine of Business & CarrierEffective Dates & Producer
Riverstone Mechanical Contractors LLC (84-2910441)Commercial GL / Auto — Travelers / Amwins01/01/2027–01/01/2028 (Sarah Jenkins CISR)
Magnolia Terrace Hospitality Group Inc (75-3829104)Commercial Property & Liquor — Hartford / RT01/01/2027–01/01/2028 (Sarah Jenkins CISR)
Summit Ridge Logistics & Freight LP (82-5104923)Motor Truck Cargo & Auto — Progressive02/01/2027–02/01/2028 (David Cho CIC)
Live PDF Field Preview (Row 1 of 3)

Named Insured & FEIN

Riverstone Mechanical Contractors LLC (84-2910441)

Line of Business & Carrier

Commercial GL / Auto — Travelers / Amwins

Effective Dates & Producer

01/01/2027–01/01/2028 (Sarah Jenkins CISR)

Click any spreadsheet row above to preview its generated PDF. All 3/3 columns auto-matched by AI.

Upload ACORD, carrier supplemental, or loss-run PDF

Start with any commercial application (125/126/130/140), COI (25), auto ID card, flat MGA/carrier contractor or cyber supplemental, or loss-run authorization PDF.

Import your AMS account or location CSV/XLSX

Export insured accounts, vehicles, drivers, locations, or certificate holders from Applied Epic, AMS360, EZLynx, HawkSoft, or Excel and map columns once.

Review drafts, export ZIP, or send client e-sign link

Inspect every application on the PDF canvas, download clean PDFs in a ZIP for underwriter submission, or send a public /f/<token> link for the insured to sign.

Where it fits

Built for commercial lines renewals, MGA submissions, and flat carrier supplementals.

Even when your agency uses Applied Epic, AMS360, HawkSoft, EZLynx, or NowCerts, commercial lines CSRs and account managers still spend hours re-keying Named Insured, FEIN, NAICS, location schedules, and prior-carrier details into flat carrier supplemental PDFs, loss-run request letters, and multi-holder renewal packets. JustFill maps your AMS Excel/CSV export directly onto any flat, scanned, or fillable insurance PDF.

Commercial lines submissions (ACORD 125, 126, 130, 140)
Flat carrier & MGA supplemental questionnaires (contractors, habitational, cyber)
Multi-carrier Loss Run Authorization letter batches
Annual renewal Certificate of Insurance (COI / ACORD 25) waves
Fleet vehicle, driver, and equipment schedule addenda
Insured intake questionnaires & signed renewal disclosures

Simple pricing

Test five commercial insured rows free before your next renewal cycle.

Download the Commercial Lines CSV template or try the 5-row guided sample. Your first AI column match is free; Starter ($19/mo), Pro ($49/mo), and Business ($99/mo) support 25, 100, and 500 insured rows per batch.

Running larger spreadsheet batches? Get Pro — $49/month for up to 100 rows per batch (or Business at $99/month for up to 500 rows).

Starter

Recommended first workflow

$19
/ month
  • AI field detection for 250 new pages per month
  • Reusable templates — refills use no detection pages
  • Up to 25 PDFs per batch
  • 125 clean output pages per month
  • Clean, watermark-free ZIP exports
  • CSV and XLSX spreadsheet imports
  • Review every record before export
Starter: 25 records for $19/month. Pro: 100 for $49/month. Business: 500 for $99/month. Each plan also enforces its monthly clean-output allowance.

Paid workflow

Turn every flat carrier supplemental into a reusable agency template.

Save your calibrated field layout for each MGA questionnaire, loss-run letter, and ACORD form. Account managers can either batch-fill from an AMS spreadsheet or send a shareable link to the insured to complete underwriting questions and e-sign.

Works on flat & scanned MGA supplementals

Carriers and wholesale brokers frequently send non-fillable PDF questionnaires. AI detection locates every text line and checkbox so you never have to rebuild the form.

Multi-PDF Submission Packets

On Pro and Business plans, bundle your Commercial Application + Carrier Supplemental + Loss Run Authorization + W-9 into one packet filled from the same insured record.

Shareable Insured Intake & E-Sign Links

Send a public justfill.app/f/<token> link so commercial clients can answer underwriting questions and e-sign on desktop or mobile with an audit stamp.

Guardrails

Draft preparation with human review.

Clear boundaries

JustFill is a document-automation utility and is not an insurance agency, broker, MGA, or insurer. It does not quote or bind coverage, verify policy limits or classifications, issue endorsements, or transmit submissions to carriers. ACORD® is a registered trademark of ACORD Corporation; JustFill is not affiliated with or endorsed by ACORD.

Frequently asked questions

Why use JustFill if our agency already has an AMS like Applied Epic, AMS360, EZLynx, or HawkSoft?

Your AMS handles standard ACORD forms well, but commercial account managers constantly face flat carrier supplemental applications, specialty MGA questionnaires, custom loss-run letters, and bulk holder lists that the AMS does not map. JustFill lets you upload any third-party PDF, map an Excel/CSV export from your AMS, and save the layout as a reusable template.

Can we generate Loss Run Authorization letters for 3 to 5 prior carriers at once?

Yes. Keep one row per prior carrier/policy year in a short spreadsheet (with the Insured Name, FEIN, Policy Number, Policy Period, and Carrier Name) and run it against your Loss Run Authorization PDF template to generate all letters in one batch.

Can we send a supplemental application to an insured to fill out and e-sign online?

Yes. Once you upload and review a carrier supplemental PDF, you can pre-fill the insured’s basic account details and generate a public justfill.app/f/<token> share link so the client completes the remaining underwriting questions and signs electronically.

What if we also need bulk Certificates of Insurance (COI / ACORD 25) for a renewal?

You can use the same Batch Fill workflow for annual COI waves — see our dedicated Certificate of Insurance (COI / ACORD 25) Batch Fill solution for holder-list CSV templates.

Does it work with scanned or flat PDFs?

Yes. JustFill detects field locations in fillable, flat, and scanned PDFs before mapping spreadsheet columns.

Does each spreadsheet row create a separate PDF?

Yes. The first row contains the Excel or CSV column names. Every selected data row becomes one reviewable PDF in the exported ZIP.

Is this the same as Word mail merge?

It uses the same one-row-per-document idea, but fills your existing PDF directly. You do not need to recreate the form in Word or convert the PDF first.

Can I review results before downloading?

Yes. Each spreadsheet row becomes a reviewable record. Approve the records you want before creating the ZIP.

Does JustFill email the generated PDFs?

Not in the current self-service batch. It creates individual PDFs and packages the approved files in a ZIP for download.

What happens to uploaded documents?

Transfers use TLS. Rendered page images are deleted within 7 days and source documents within 30 days unless you save the PDF as a reusable template.