blog
Notes on the document layer.
Practical writing on ACORD certificates, broker workflows, premium finance and the rest of the paperwork your team would rather not do by hand.
Earlier posts
Premium financing agreements at scale: what changes at high volume
At high volume, the premium finance agreement stops being a document and becomes a unit of throughput. Here is the architecture that change calls for.
Cutting commercial broker paperwork from 11 forms to 1 flow
A commercial renewal packet can carry a dozen forms that repeat the same insured data. Here is how to collapse them into one workflow with shared fields.
Mezdoc or Anvil: an honest read for insurance and fintech teams
Anvil is a good tool that has earned its place. Here are three situations where Mezdoc may be the better fit, and the cases where Anvil is.