Multi-State Form Management

50 states.
One package.

Manage state variations with conditional forms and content blocks. The right forms render for the right states automatically.

The Problem

Multi-state shouldn't mean multi-times the work

01

Fifty Files, Fifty Headaches

Your commercial package needs to launch in 15 states. That means fifteen separate documents to maintain, fifteen places where updates can be missed, fifteen opportunities for errors.

02

The Update Cascade

Corporate changes the standard coverage language. Now someone must find-and-replace across dozens of state files. Hope they catch every instance in every folder.

03

Hidden Differences

Texas requires different notice language than California. New York has unique disclosures. Without clear organization, these state-specific requirements create compliance gaps.

The Solution

Conditional forms, not duplicate files

Create state-specific forms within a single package. Set a condition on each form to control when it renders. California disclosures only appear for California policies. Texas notices only appear for Texas. One package handles all states.

Form-level conditions control inclusion
State-specific forms in one package
No duplicate files to maintain
Conditions evaluated at generation time
Commercial Property Package
Policy Form
Always included
Application
Always included
California Disclosure
state == "CA"
Texas Notice
state == "TX"
NY Required Addendum
state == "NY"
Policy Form

This policy provides coverage for the property described in the Declarations...

IF state == "CA"

California Civil Code Section 1747.08 requires us to inform you that...

IF state == "FL"

Florida Statute 627.701 regarding hurricane deductibles applies to this policy...

Subject to the terms and conditions of this policy...

Within Forms

Conditional content blocks

Sometimes the difference is a paragraph, not a whole form. Put conditions on any content block within a form. State-specific language renders only when applicable. One form handles the variations.

Conditions on paragraphs, tables, or sections
State-specific language in one document
Mix conditional and standard content
Cleaner than maintaining separate files
Filing Friendly

Works with how state filings actually work

State DOIs approve specific forms. Having distinct state-specific forms with clear conditions makes filings straightforward. Point to the exact form being filed for each state.

Form-Level Conditions

Best for state-specific forms that need separate approval. Each state has its own form in the package with a condition controlling when it appears.

Example: California Earthquake Disclosure, Texas Windstorm Notice

Section-Level Conditions

Best for minor language variations within a standard form. The base form is the same, with conditional paragraphs for state-specific requirements.

Example: State-specific cancellation notice language

Everything you need for multi-state management

Conditional Logic

  • Form-level conditions
  • Section and paragraph conditions
  • Multiple condition types (equals, contains, etc.)
  • Reference any data model field

Package Management

  • All forms in one package
  • Shared data model across forms
  • Version control for the whole package
  • Generate documents via API
Ready to Simplify Multi-State?

One package, all your states

See how conditional forms and content blocks make multi-state management straightforward.