Intelligent Document Processing Agent

AI-powered document processing system that extracts data from insurance applications, loss runs, and supplemental forms. Handles any document format with high accuracy and direct integration to policy management systems.

Client

Regional Property & Casualty Carrier

Date

November 25, 2025

Services

Document Processing & Data Extraction, Submission Processing & Intake Automation

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Client Overview

Client Challenge

Solutions:

01

Multi-Format Document Classification
Automatic identification of document types from any source. Handles ACORD forms, carrier-specific applications, loss runs, financial statements, certificates, and supplemental forms. Works with PDFs, scanned images, emails, and photos.

02

Validation and Quality Control
Automated validation logic catches extraction errors and inconsistencies. Confidence scoring flags uncertain extractions for human review. Continuous learning improves accuracy as the system processes more documents.

03

Intelligent Data Extraction
Machine learning models trained on insurance documents extract structured data with high accuracy. Handles tables, checkboxes, handwriting, and narrative sections. Extraction includes policy details, coverage information, loss history, and underwriting data.

04

Direct System Integration
Extracted data flows directly into policy management and underwriting systems. Real-time processing means submissions are ready for underwriter review immediately after receipt. API integration works with any policy management platform.

Results:

1. Dramatic Speed Improvement

Document processing time dropped from 2 hours per submission to under 5 minutes. The 3-week backlog was eliminated within two weeks of deployment.

2. Staff Redeployment

Two full-time staff members moved from data entry to underwriting support roles. Operational capacity increased without additional hiring.

3. High Extraction Accuracy

Extraction accuracy exceeded 98% for standard forms and 95% for handwritten or poor-quality documents. E&O exposure from data entry errors virtually eliminated.

4. Faster Quote Turnaround

Underwriters reported significantly faster quote turnaround with organized submission data readily available. No more hunting through PDF attachments for key information.

5. Scalability Achievement

System handles volume spikes without performance degradation. The carrier can now process 500+ submissions monthly without processing delays.

Tech Stack

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