For Managing General Agents

Build forms,
not file systems

Visual form editor with version control and API document generation. Focus on launching products, not managing folders.

Visual Form Editor

Build forms visually without coding. Add conditional sections, insert variables from your data model, and preview changes in real time.

Version Control

Every change is tracked. Draft changes in branches before publishing. Published versions are locked permanently. Always know what is current.

API Generation

Generate filled PDFs programmatically. Your systems send policy data, Pathience returns completed documents. Integrate with any workflow.

Form Creation

Build forms like documents, not databases

A rich text editor that understands insurance forms. Insert coverage amounts and policy details with autocomplete. Add conditional sections that show or hide based on your data.

Visual editing with live preview
Conditional content blocks
Variables from your data model
Tables for schedules and lists
Policy Form.form
COMMERCIAL PROPERTY COVERAGE

This policy covers property located at {location_address} for a limit of {coverage_limit}.

Conditional: equipment_coverage = true

Equipment breakdown coverage is included with a sublimit of {equipment_limit}.

Commercial Property Package
Policy Form
Always
CA Disclosure
state == "CA"
TX Notice
state == "TX"
FL Hurricane Addendum
state == "FL"
State Variations

Manage 50 states without 50 folders

Use conditional forms for state-specific requirements. Create a California disclosure that only renders for CA policies. Add a Texas notice that only appears for TX. One package handles every state.

Form-level conditions control inclusion
State-specific forms in one package
Conditional sections within forms
Right forms render automatically
Integration

Generate documents from your systems

Your policy admin or quoting system sends data to our API. We return filled PDFs with the right forms included based on the policy data. No manual assembly.

REST API with JSON payloads
Conditional form inclusion
Variables populated automatically
Returns production-ready PDFs
generate.sh
# Generate policy documents
POST /api/v1/generate
{
"package_id": "pkg_abc123",
"version": "2.1.0",
"data": {
"insured_name": "Acme Corp",
"coverage_limit": 1000000,
"state": "TX"
}
}
# Returns: policy_documents.pdf

Ready to build faster?

Get started. Create a package, build some forms, and see how it works.