Questions and screens
Fields, option lists, grids and sections.
Packages Built
Mutuals share what works.
One mutual builds its farm questions, rules or letters. The next installs them in minutes.
Configuration. Never code, never member data.
A package can only do what your own admin could type in.
Rules and variables
Checked before anything is written.
Letters and manuals
Templates, notes and list views.
Install like any change.
Find
From the marketplace, or a file.
Preview
Every item it adds or changes.
Draft
Premium moves need a second person.
Publish or undo
One step either way.
Signed by who built it
Proves the file was not changed on the way.
Your edits are kept
A three-way compare leaves your changes alone.
Retire, never delete
Answers on policies stay.
Share ours
Pick items; it brings what they need.
In the demo
Three to try.
Ontario farm starter
Farm questions and an outbuildings grid. Has an upgrade.
Underwriting follow-ups
Reminders on older homes, notices on high-value ones.
Member letters
Welcome and renewal thank-you letters.