insurance document automation for MGAs and brokers
One form in.A signed packet out.
Mezdoc turns one set of answers into the ACORD forms, quote letters, binders and certificates a policy needs. Only the pages that apply, signed where a signature is needed, and every submission kept on record.
Free plan, no card. Signature fields on every plan.
Type the insured once, not five times.
Today the same name, dates and limits get retyped into the application, the quote, the binder, the certificate and every endorsement. In Mezdoc a value is entered once, and every page that needs it fills itself.
Rules pick the pages
The rider, the disclosure or the state notice goes in only when the policy calls for it. Nobody assembles packets by hand.
Publish a change once
Publish a new form edition or a wording fix to production once. Links that follow the live version, and API calls to production, use it from then on. A link pinned to a version stays on it.
Proof when audit season comes
Every submission keeps the template version, the timing and the signing record Mezdoc captured.
Try it. Change the form, watch the packet follow.
Certificate request
You are the insured. Fill this in.
- Named insured
- Harbor Point LLC
- Policy
- POL-2026-00481
- Coverage
- General liability
- Each occurrence
- $1,000,000
- Effective
- Jun 1, 2026
- Additional insured
- Endorsement attached
A sample drawn in your browser, not the Mezdoc rendering engine. Nothing you type leaves this page.
How it works.
1Bring your PDF
Upload the ACORD form or quote letter you already send, or write a new document in the editor.
2Add fields and rules
Drag fields onto the page. Add a rule so a page only shows up when the policy needs it.
3Test, then publish
Try a new version before it goes live, then publish it when it is right. Packets already sent keep the version that made them.
4Send it out
Share a link, embed the form or call the API. The packet comes back with its record: the template version, the time and any signature details captured.
One template. Three ways in.
- No account needed
- Works on any device
- Links can expire
- Only loads on your domains
- Optional email code
- Completion event to your app
curl -X POST "https://api.mezdoc.com/api/v1/templates/coi_v3/render?async=true" \
-H "Authorization: Bearer sk_live_***" \
-H "Content-Type: application/json" \
-d '{ "data": { "insured_name": "Harbor Point LLC",
"each_occurrence": 1000000 },
"idempotency_key": "coi-2026-00481" }'
# 202 Accepted, submission_id: sub_01HW...- Render
- Sync or async
- Webhooks
- HMAC signed
- Delivery
- Up to 5 retries
- Safe retries
- idempotency_key
Made for insurance paperwork first.
- ACORD 25
- ACORD 125
- ACORD 140
- Certificates of insurance
- Quote letters
- Binders
- Endorsements
- Conditional state pages
- Homeowners and flood declarations
Bring the ACORD forms you are licensed to use. Also used for lending, HR and payroll, healthcare, tax and legal, and logistics.
What you only notice on day 90.
Mezdoc in production
- Customers enter their details onceOne form fills every document in the packet.Workflows
- Pages show or hide based on the dataRules add the endorsement or drop the state notice, packet by packet.Insurance packets
- A new version never touches what is liveTest renders are free. Publish when it is ready, and pinned links stay on their version.Fillable PDFs
- Every submission is on the recordTemplate version, IP address, device and time, the email when a code is on, and a SHA-256 of the PDF.What gets recorded
- One template, three ways inA link, an embed or the API, all filling the same template.Web forms
- Signature fields on every planDrawn, typed or uploaded, with no per-signature fee.Pricing
Comparing tools? Read the full Mezdoc vs Anvil comparison, with the date every Anvil figure was checked.
What we promise, from day one.
Start free, no card
The free plan is enough to build a real template. No trial timer that bills you later.
We help you switch
Coming from Anvil, DocuSign, PandaDoc or Acrobat? We build your first templates with you on a call.
The builders answer support
Write to us and someone who built Mezdoc replies.
Plain about security
Our security page lists the controls in place, from encryption to the audit log, and we walk you through any of them on a call.
Questions, answered.
Something else on your mind? Talk to us and a person replies.
What is Mezdoc?
Mezdoc is insurance document automation software for US MGAs, wholesale brokers, and program administrators. Build each document once, fill it from a link, an embed, or the API, and Mezdoc generates the right packet, captures a signature where one is required, and records every submission.
Who is Mezdoc for?
Mezdoc is built for US MGAs, wholesale brokers, and program administrators: teams that turn one submission into quote letters, binders, certificates, and endorsements every day. It also fits retail agencies that send the same packets.
Do you support ACORD forms?
Yes. Upload the ACORD forms your organization is licensed or authorized to use, such as ACORD 25, 125, or 140, and drop fields on them in the editor. Mezdoc maps and fills the forms you upload; it does not supply ACORD forms. Conditional rules decide which forms and endorsement pages make it into the packet, and the data you collect once fills every form in it. When a new edition date lands, you publish the updated template once: links that follow the live version and API calls to production use it from then on, and a link pinned to a version stays on it.
Read the ACORD 25 guideHow is Mezdoc different from Anvil?
Three things. First, rules on every plan: pages, endorsements, and whole documents enter or leave the packet based on the data, while Anvil keeps its advanced JavaScript logic and Dynamic Workflows for its Enterprise tier. Second, signature fields are built in with no per-signature fee, while Anvil meters e-sign packets run over its API or embedded in your app at a fee per packet. Third, price: Mezdoc has a generous free plan and monthly plans a small MGA can budget for. And if you are switching, we rebuild a few of your Anvil templates with you on a call so you can compare real output before you decide.
How do signatures work in Mezdoc?
Your signer draws, types or uploads a signature on the form, and it lands where the template places it. Each submission records the signer's email when an email code is on, their IP address, device and time, the template version, and a SHA-256 of the finished PDF, so you can check the file has not changed. A workflow run also produces a certificate of completion with those details. Each submission or workflow run is completed and signed by one person. Mezdoc does not route documents to another signer, and has no signing order or countersignature.
Do I need to know code to use Mezdoc?
No. The editor, the form filler, and the workflow builder all work in your web browser. You do not need to write a single line of code. You can build a real template, share a link with your customer, and get a signed PDF back. If your team also wants to use code, the same template works with our API.
Is there a free plan? How does pricing work?
Yes. The free plan is everything Mezdoc does, watermarked: 100 documents a month, eSignature with watermarked output, share links, and embedding in your own app. Paid plans remove the watermark and raise the monthly allowance, starting at $49 a month.
Where is my data stored?
Documents and templates are kept in encrypted object storage, and application data lives in a managed application database. Both are encrypted at rest, every connection is encrypted in transit, and every request is checked against the organization that owns the data. You can export or delete your data at any time.
How we protect your documentsBuild your first packet this afternoon.
The free plan includes 100 watermarked documents a month, with eSignature built in. No card needed.