- contact@insightxtract.com
Agentic AI pipelines for P&C submission and claims intake. Extract from ACORDs, loss runs, SOVs, broker emails, and Excel attachments — with built-in validation rules, full auditability, and your choice of straight-through processing or underwriter-in-the-loop review.
Deployed by P&C teams across
Most extraction tools stop at OCR. InsightXtract runs an agentic pipeline — extract, validate, decide — with auditability baked into every step.
Layout-aware extraction across structured forms, semi-structured loss runs, and free-text emails — with per-field confidence scoring.
Multi-step pipelines: classify the document, extract the schema, run business rules, cross-check against systems of record, escalate if needed.
Configure per LOB, per document type, per confidence threshold. Fully automated where the data is clean; underwriter review where it isn’t.
Each pipeline is a starting point — carrier-specific rules, LOBs, and routing get configured in the first sprint.
From inbound broker email to triaged submission packet in your PAS — with all attachments parsed, validated, and routed.
First Notice of Loss from any channel — phone transcript, broker email, FNOL form, partner API — into a structured, validated claim record.
Pull updated SOVs, loss runs, and exposure data from brokers and partners — with diff against last year for the underwriter.
MGA bordereaux ingestion at scale — premium, claim, and aggregate bordereaux normalized to your treaty schema.
Not a generic OCR plus regex. Pre-trained on real P&C documents, with schemas your team can extend.
All major ACORD templates with field-level schema mapping — ACORD 125, 126, 130, 131, 137, 140, and more.
Any carrier’s loss-run format — tabular, PDF, scanned. Normalized to a unified loss schema.
Statements of Value, exposure schedules, premium bordereaux — messy Excel turned into clean per-location records.
Free-text email bodies parsed for intent, named coverages, and embedded data. Attachments routed automatically.
FNOL packets, police reports, medical records, repair estimates — structured into claim records.
Your own underwriting questionnaires, supplemental apps, MGA-specific forms — trained on a few hundred samples.
Each step is a configurable agent. Confidence threshold low? Route to a reviewer. High? Straight through to the system of record.
Email, broker portal, file share, REST API, partner webhook — one inbox.
Per-document-type schema with confidence scoring per field. ACORDs, loss runs, free text.
Cross-field, cross-document, and cross-system rule validation. Carrier-specific rule library.
Straight-through to PAS / claims system if confident; reviewer queue with full context if not.
Every extraction, every rule firing, every reviewer override, every PAS write — recorded with provenance. Exportable for internal audit and regulator review. Reviewer feedback flows back into the model for continuous improvement.
Self-host in your cloud or data center. Pre-built integrations with the major P&C policy administration and claims systems.
Pre-built connectors for the major P&C platforms — Guidewire, Duck Creek, Sapiens, Insurity, EIS, plus broker portals and clearance systems. Custom integrations via the connector framework.
Aggregated outcomes from P&C deployments. Numbers vary by LOB — we’ll size the ROI for your team on the discovery call.
Faster submission triage
P&C document types out of the box
Per LOB, per confidence threshold
Auditable per-decision provenance
What carriers, MGAs, brokers, and TPAs ask us first. More in our discovery call.
Out of the box: the major P&C ACORDs — 125, 126, 130, 131, 137, 140, plus dec pages and certificates. Custom variants and supplements onboarded in days from a few sample documents.
Yes — pre-built connectors for Guidewire, Duck Creek, Sapiens, Insurity, EIS, plus clearance systems and broker portals. Custom integrations via the connector framework if you run something internal.
Both, configurable per LOB and per document type. You set confidence thresholds and business-rule trip-wires; everything above threshold goes straight through, anything below routes to a reviewer queue with full document context.
Every extracted field with confidence, every validation rule that fired (pass or fail), every reviewer action (confirm, correct, escalate), every PAS write — with timestamps and user attribution. Exportable for internal audit and regulator review.
For variants of templates we already support (e.g., a carrier-specific loss-run format), usually 1–2 weeks from sample documents. For entirely new document types, 3–6 weeks including schema design and validation rules.
Self-hosted in your environment — cloud or data center. Documents, extractions, and review queues all stay inside your perimeter. HIPAA / GDPR / SOC 2-compatible deployments.
Field notes on P&C document automation, agentic pipelines, and ops-grade auditability.
From broker email to PAS-ready submission packet — the operating-model patterns that decide whether AI submission triage holds up.
Why single-step extraction fails on real loss runs and SOVs — and the multi-agent pattern that handles the variance.
What to capture per decision so the audit conversation stops being a scramble — with concrete examples from P&C deployments.