The PDF and workflow engine.
Insurance teams build on.
ACORD packs for US brokers. Motor and health proposals for India. IRDAI claim forms, premium financing agreements, COIs, endorsements. One template engine, one workflow engine, one audit trail.
The things you only notice in production.
Plenty of tools render PDFs. Few of them survive a year of renewals, regulatory changes, and someone editing a template by mistake. These are the four things you will feel three months in.
Your prod workflow does not break when someone edits a template.
Each environment is pinned to a specific template version. The QA team can iterate on staging without touching the renewals running in production.
Customers enter their name once, not five times.
Workflow-level fields map 1:N into every document in the packet. The COI, the binder, and the endorsement share the same insured details by construction.
Sign and audit in the same plan.
Native single-signer eSign with a real audit trail - IP, user agent, and a SHA-256 of the rendered PDF. Active development; reach out for current status. No second product to buy when it lands.
One condition language across every document type.
Structured PDFs, dynamic letters, and workflow include rules all use the same IF / ELSE / FOR EACH vocabulary. Learn it once.
Three insurance teams. One platform.
Different paperwork, different signers, different audit needs. Same template engine and the same versioned workflow underneath.
Brokers
The team carrying 30+ ACORD forms across their book of business and chasing accord packs out the door before the renewal date.
- ACORD 25 Certificates of Insurance issued in seconds.
- Workflow-level fields map once into the whole renewal packet.
- One audit trail across the broker, the carrier, and the insured.
Insurtechs and MGAs
The team running the customer onboarding flow, where one application drives dozens of carrier-specific PDFs and a binding signature at the end.
- Per-document include rules - skip the addendum unless state is Texas.
- Per-template versioning so prod onboardings do not break overnight.
- Native single-signer eSign (in active development) in the same plan.
Payments and financing
The team automating premium financing agreements at volume, where every record needs a clean PDF, a signature, and a webhook back to the ledger.
- Idempotent renders for retry-safe batch jobs.
- Signed webhooks per document, per signer, per envelope.
- Region-pinned data residency for IN and US ledgers.
Built for both ACORD packs and IRDAI proposal forms.
The field vocabulary, the version model, and the audit trail are identical across markets. The forms differ. The plumbing does not.
- ACORD 25 - Certificate of Liability Insurance
- ACORD 125 - Commercial Insurance Application
- ACORD 126 - Commercial General Liability section
- ACORD 140 - Property section
- ACORD 130 - Workers Compensation
- Premium financing agreement
- Producer / agent licensing packet
- Private car motor insurance proposal
- Two-wheeler motor proposal
- Bharat Misc. Commercial Lines proposal
- Health insurance proposal + KYC declaration
- IRDAI claim form A (insured)
- IRDAI claim form B (hospital)
- Surveyor inspection report
- No-claim bonus and discount letters
Built for both Indian and US insurance teams.
Indian customers get DPDP-aligned audit trails, INR billing with GST invoices, and Mumbai-region storage. US customers get UETA compliance, Virginia-region storage, and SOC 2 audit reports on request. Aadhaar OTP eSign and ESIGN Act native single-signer eSign are shipping this quarter; reach out for current status.
- Aadhaar eSign (IN) and ESIGN Act / UETA (US) - in development
- DPDP and GDPR aligned data handling
- ap-south-1 (Mumbai) or us-east-1 (Virginia) - your choice
- INR billing with GST invoice for Indian entities
- SOC 2 Type II audit report on request
POST /v1/workflows/renewal-packet/runs
{
"environment": "production",
"idempotency_key": "renewal_2026_06_01_001",
"data": {
"policyholder_name": "Acme Logistics Pvt Ltd",
"policy_number": "POL-2026-00481",
"sum_insured": 1500000,
"effective_date": "2026-06-01"
}
}Ready to automate your insurance paperwork.
Most insurance teams have a policy or renewal template in production within a week. Free tier - 500 PDFs a month, no card.