For Insurance Carriers

Know exactly
what was filed

Version-controlled form management with complete audit history. Every change tracked, every published version locked permanently.

Locked Versions

Published versions are locked permanently. The exact content that was filed is always available, exactly as it was published.

Complete History

Every edit is tracked automatically. See who changed what and when. Compare any two versions side by side to see exactly what differs.

State Variations

Manage state variations through conditional forms. California disclosures render for CA. Texas notices render for TX. One package, all states.

Version Control

Published means permanent

When you publish a form version, it locks. The content, the publish date, who published it, all preserved. When someone asks what was in use on a specific date, you have a definitive answer.

Published versions cannot be altered
Publish date and publisher recorded
Historical versions always accessible
No more digging through shared drives
Commercial Property Form v2.1.0
Published Version
This version is locked and cannot be edited
Published
January 15, 2025
Published by
Sarah Mitchell
Forms
12 documents
Status
Active
Comparing v2.0.0 to v2.1.03 changes
Removed
Coverage limit of $500,000
Added
Coverage limit of $1,000,000
Added
Additional insured endorsement language
Audit Trail

See exactly what changed

Every edit is tracked automatically. Compare any two versions side by side to see exactly what was added, removed, or modified. No more piecing together history from email threads.

Side-by-side version comparison
Line-by-line difference highlighting
Who changed what and when
Full history for every form
Multi-State

50 states, one package

Use conditional forms for state-specific requirements. Each form has a condition that controls when it renders. The right forms appear for each state automatically.

Form-level conditions control inclusion
State-specific forms in one package
Conditional sections within forms
Aligns with how state filings work
Commercial Property Package
Policy Form
Always
CA Disclosure
state == "CA"
TX Notice
state == "TX"
NY Addendum
state == "NY"
FL Hurricane Form
state == "FL"

Built for enterprise security

Role-based access controls determine who can view, edit, or publish forms. Complete audit trails track every action. Your policy forms are protected.

Role-Based Access
View, edit, and publish permissions
Audit Logs
Complete activity history
Data Encryption
Protected in transit and at rest

Ready to get organized?

Get started. Create a package, add some forms, and see how version control works.