Quick video tutorials
Short, focused videos to help you get the most out of Pathience. Each tutorial covers a specific feature so you can learn exactly what you need.
Getting Started
Creating Your First Package
Get started by creating a package to organize your forms, endorsements, and data model together in one place.
Form Editor
Easy Lists with Tables
Learn how to display lists of data in clean, formatted tables. Perfect for schedules, named insureds, and itemized coverages.
Using Variables in Forms
Insert data fields directly into your policy language. Coverage amounts, dates, and names populate automatically.
Data & Fields
Building a Data Model
Define the fields your forms need—coverage limits, deductibles, named insureds, and more. Set types, validation, and formatting.
Calculated Fields
Build formulas for premium totals, tiered pricing, and risk scores. Reference calculated values throughout your forms.
Workflow
Generating Quotes for Underwriters
Learn how to generate quotes, binders, and policies quickly and error-free. Streamline your underwriting workflow with automated document generation that ensures accuracy every time.
Conditional Forms & Endorsements
Show or hide entire forms based on coverage selections. E.g., Equipment Breakdown only appears when that coverage is selected.
Working with Branches
Create branches to draft changes without affecting production forms. Test updates before publishing.
Generating PDFs
Generate complete policy packages with all your data filled in. Download or share with a single click.
Advanced
Merging Branches
Bring your draft changes into production. Review differences and resolve conflicts when multiple people edit.
Ready to get started?
Create your free account and start building policy forms in minutes.