Companion Protect used Anvil's PDF Filling API to generate policy documents and claim forms instantly, reducing processing time and eliminating manual data entry errors.
The Company
Companion Protect is a national pet insurance and wellness program administrator based in the Kansas City area. Rather than selling directly to consumers, the company builds pet insurance programs that are branded and customized for its partners, including major property and casualty insurers such as Liberty Mutual, Safeco, and CSAA Insurance Group, as well as employee benefits providers, retailers, and animal welfare organizations. By handling the complexity behind the scenes, Companion Protect helps trusted brands offer their customers a simple, user-friendly way to protect their pets.
The Problem
Pet insurance involves substantial paperwork at multiple stages of the customer journey. When a pet owner purchases a policy, Companion Protect needs to generate customized policy documents reflecting the specific coverage, deductible, and premium for that pet. When a claim is filed, claim forms must be created with accurate policyholder information, pet details, and veterinary visit data.
Before implementing automation, Companion Protect faced the challenge of managing this document creation manually. Team members would pull customer data from their system and manually enter it into policy templates and claim forms. This manual data entry was time-consuming and created opportunities for costly errors. A misspelled pet owner name, incorrect policy number, or wrong coverage details could delay claim processing or create compliance issues.
As Companion Protect grew its customer base, the volume of documents requiring generation increased proportionally. The manual approach simply didn't scale. The team needed a solution that could programmatically generate accurate documents from its existing customer data without requiring ongoing manual intervention.
The Solution
Companion Protect implemented Anvil's PDF Filling API to automate the generation of policy documents and claim forms throughout the customer lifecycle.
The solution works by integrating Anvil's API directly into Companion Protect's existing systems. When a pet owner completes a policy purchase, Companion Protect's platform sends the relevant customer data (pet owner name, address, pet information, coverage selections, and premium amount) to Anvil's PDF Filling API. The API instantly generates a complete, accurate policy document with all fields properly populated.
The same automation applies to claims processing. When a claim is submitted, the claim form is automatically generated with the policyholder's information, pet details, and claim-specific data already filled in. This eliminates the manual step of copying information into claim forms and ensures consistency across all documentation.
Companion Protect maintains control over its document templates in Anvil while automating the data population process. The API handles the complexity of PDF field mapping and data insertion, allowing Companion Protect's team to focus on serving partners and policyholders rather than managing documents.
By implementing Anvil's PDF Filling API, Companion Protect transformed document generation from a manual bottleneck into an automated, scalable process that supports its growth while maintaining the accuracy and simplicity its partners and their customers expect.
