I am Document processing and data capture

Automation that takes in your documents, reads what matters and acts on it. It is built first for insurers, brokers and financial services firms.

• Intake

  Documents and data arrive by email, upload, shared drives, messaging apps, webhooks or direct links to your accounting, CRM and ERP systems.

• Reading

  Fields are read from forms, emails and scanned documents, including claim documents.

• Checking

  Each item is checked against your other systems, such as a claim against its policy.

• Routing

  Simple cases are handled automatically; anything unusual is passed to a person for a decision.

• Claims

  Claims are handled from intake and extraction to submission, validation, status tracking and reconciliation.

• Policy comparison

  Policies are compared with a client's needs and with each other, producing a draft record of advice for an adviser to review.

• Onboarding and screening

  Client onboarding, due diligence, sanctions screening and order processing can be automated the same way.

• Audit trail

  Every job, step and decision is recorded, so any outcome can be traced.

• Four stages

  The work runs in four stages: mapping the current workflow, designing the system, building and deploying it, and running it with a monthly report.