
Document Intelligence
Automate Complex Document Issuance at Scale
Turn a list of names and addresses into hundreds of personalized, state compliant insurance policies – in minutes, not hours
The Challenge
Complex, Time-Consuming & Prone to Error
Issuing group policies for employees or members across multiple states is complicated. Each state has different requirements, endorsements, clauses, exclusions, limits and more.
Manually processing each policy can take 15-30 minutes increasing costs, delays and the risk of error.
Our solutions mitigate against all of that delivering hundreds of perfectly processed policies in minutes. No more painstaking deliberation, no more worries about complying with state regulations, no more errors and no more manual entry. Document Intelligence provides “one and done’ automated policy management.
Different states
California

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State Specific Clauses
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State Specific Endorsements
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State Specific Exclusions
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State Specific Limitations
Texas

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State Specific Clauses
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State Specific Endorsements
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State Specific Exclusions
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State Specific Limits
Similar challenges
New York

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State Specific Clauses
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State Specific Endorsements
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State Specific Exclusions
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State Specific Limits
Florida

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State Specific Clauses
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State Specific Endorsements
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State Specific Exclusions
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State Specific Limitations
The Solution
Intelligence, Automated Policy Issurance
Our Document Intelligence solution uses AI and Automation to apply state-specific logic and generate accurate, personalized, policies at scale. Simply provide names and basic details and our solution handles the rest.

From List to Final Policy – Automatically

- Upload Your List
Provide a secure list of names and basic info (e.g. employee addresses, emails, etc).


2. AI State Logic Applied
Our solution automatically applies the state specific clauses, endorsements, exclusions, limitations and more


3. System Generates Policies
Each policy is created with unique details specific to that policyholder – quickly and accurately


4. Deliver at Scale
Correctly and swiftly process hundreds of policies in minutes – not hours
The Results
Dramatic Time Savings.
Exceptional Accuracy.
What used to take 15 – 30 minutes per policy can now be processed at a rate of 300 policies per minute – with greater accuracy and significant cost savings

15 – 30 mins
Manual processing time per policy

300 Policies
Processed per minute with our proprietary solution

99%
Accuracy with builti validation
