Insurance submissions come in every format imaginable. Carrier forms, broker applications, scanned loss runs, emailed certificates. Your team spends hours extracting data, re-keying information, and verifying accuracy.
Our document processing automation handles the entire workflow. Extract data from any document format, validate against your underwriting guidelines, and push structured data directly into your AMS or underwriting platform. No manual data entry, no re-keying errors, no submissions sitting in the inbox waiting for someone to process them.
The system learns your specific document types and data requirements. Whether you're processing 50 submissions a month or 5,000, the automation scales without adding headcount.
Results: submission processing time drops from hours to minutes, underwriters focus on actual underwriting decisions instead of data entry, and your operation can handle volume growth without proportional cost increases.
Automatic extraction of standard ACORD forms with validation and direct integration to your policy management system. Handles all ACORD formats and catches incomplete or inconsistent data before it enters your workflow.
Handle any loss run format - from carrier PDFs to Excel exports - and extract claims history, loss ratios, and key risk indicators. System normalizes data across different carrier formats for consistent analysis.
Process applications, financial statements, and supplemental forms from any source. Extract key underwriting data, flag missing information, and route documents based on your business rules.
Automated extraction, compliance verification, and tracking for COI management. Validate coverage requirements and alert on expiring certificates without manual review.
Process PDFs, scanned documents, emails, images, and any other format your submissions arrive in. OCR, intelligent extraction, and format normalization happen automatically.
Extracted data flows directly into your existing systems with no manual transfer required. Works with Applied Epic, AMS360, Salesforce, custom platforms, and carrier portals.
