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Mezdoc
Document automation for insurance teams to build ACORD packets, quotes, binders and certificates from one form.
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Overview
About Mezdoc
Mezdoc generates, automates, signs and manages documents. Insurance teams build ACORD packets, quote letters, binders and certificates of insurance from one form, with rules that include only required pages, e-signature and submission records. It also offers an API and webhooks.
What it does
Mezdoc assembles the right document set for each policy from a single intake, collects signatures and keeps an audit trail of submissions.
Where it fits
Sits between the agency management system and clients, replacing manual document assembly.
Who it suits
US MGAs, wholesale brokers, program administrators and retail agencies.
Editorial view
Strengths and limitations
Written by our editors to the same standard for every product.
Strengths
- Free plan with watermarked documents
- Rules-based page inclusion
- API and webhooks
- No-account live demo
Limitations
- Insurance-focused templates
- Watermark removed only on paid plans
Reviews
What users say
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Company
About Mezdoc
From the vendor
Provided by the vendor and reviewed by our editors; not independently verified.
- Company
- Mezdoc
- Website
- mezdoc.com
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