Building a Data Model
Define the fields your forms need—coverage limits, deductibles, named insureds, and more. Set types, validation, and formatting.
More in Data & Fields
Calculated Fields
Build formulas for premium totals, tiered pricing, and risk scores. Reference calculated values throughout your forms.
Other Tutorials
Easy Lists with Tables
Learn how to display lists of data in clean, formatted tables. Perfect for schedules, named insureds, and itemized coverages.
Creating Your First Package
Get started by creating a package to organize your forms, endorsements, and data model together in one place.
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.
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