Automation
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
Services
Document Processing & Data Extraction
Regional property and casualty carrier writing commercial packages, workers comp, and commercial auto. Licensed in 15 states with focus on small to mid-market commercial risks. Processing 500+ new business submissions monthly plus renewals with small underwriting team of 8 people covering multiple states and product lines.
Competitive regional carrier known for responsive service but struggling with operational efficiency. Growing market share but processing capacity becoming constraint. Policy management system in place but no automated document processing, creating heavy manual data entry workload that limits growth potential.
The carrier had a 3-week backlog of unprocessed submissions. Two full-time staff did nothing but manually key data from applications into the policy management system. Document formats varied wildly - broker applications, carrier-specific forms, ACORD forms, handwritten supplements, and scanned historical documents.
Previous attempts with generic OCR software failed because insurance documents are too complex. Loss runs have inconsistent formats across carriers. Applications include checkboxes, tables, and narrative sections that standard extraction can't handle. The carrier needed accuracy that mattered because extraction errors created E&O exposure. The manual processing bottleneck was preventing them from capitalizing on market opportunities and frustrating brokers with slow turnaround times.
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.
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.
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.
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.
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