Build policies
your way
Conditional endorsements, calculated fields, and smart variables. Create custom policies without waiting on IT or legal.
Rigid forms slow you down
Every policy looks the same regardless of what was purchased. You manually add endorsements, cross out irrelevant sections, and transcribe calculated values from spreadsheets. One mistake affects the entire policy.
- Manual calculations are error-prone
- Endorsements added by hand
- Waiting on IT for changes
- Producers frustrated by slow turnaround
Endorsements that know when to appear
Set conditions on any endorsement. Equipment Breakdown only appears when purchased. State-specific disclosures only render for that state. The policy always matches what was sold.
- Endorsements appear based on policy data
- No manual cleanup or crossing out
- Always accurate, always professional
- Conditions on forms or individual sections
base_premium * (1 + tax_rate) + feesPremiums that calculate themselves
Define formulas once in your data model. Reference them anywhere in your forms. Premiums, limits, deductibles, and taxes calculate automatically and format correctly.
- No spreadsheet transcription
- Tiered pricing and rating tables
- Currency and date formatting
- Calculated values update instantly
Build policies without compromise
Join underwriters who've transformed policy creation from rigid templates into flexible, accurate custom policies.