Document Intelligence Platform

IntelliDoc

Automate data intake across Underwriting, Claims, and Technical Accounting.

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IntelliDoc › Underwriting
broker_submission_v3.pdfPDF
> Classifying: Broker Submission
> Extracting: Limits & Deductibles
> Mapping: SOV → Cat Models
Ready for Policy System
IntelliDoc › Claims
med_report_fnol_042.pdfPDF
> Classifying: FNOL Document
> Detecting: ICD-10 Codes
> Checking: Fraud Signals
Ready for Claims Handler
IntelliDoc › Tech Accounting
bordereaux_Q1_2024.xlsxXLSX
> Classifying: Premium Bordereaux
> Reconciling: vs Treaty Ledger
> Splitting: Premium / Tax / Comm
Ready for Finance System

Turn email and document chaos into clean, ready-to-bind data.

IntelliDoc automates data intake for Underwriting, Claims, and Technical Accounting. Extract structured value from complex documents instantly — no templates, no manual re-keying.

Drop-in Email inbox integration Structured output for any core system
EMPOWERING VERTICAL LEADERS IN
INSURANCE REINSURANCE HEALTHCARE

One Platform. Multiple Workflows.

IntelliDoc doesn't just read text; it understands the specific context of your department's documents.

SUBMISSION INTAKE

Underwriting

Instantly ingest Broker Submissions, Slips, and Property Schedules. Prioritize submissions based on risk appetite rules extracted from the email body.

  • Extract Limits & Deductibles
  • Map SOV to Cat Models

FNOL & MEDICAL RECORDS

Claims & Healthcare

Automate First Notice of Loss entry. For Healthcare, parse scanned medical records, UB-04 forms, and invoices to validate against coverage.

  • Detect Injury Codes (ICD-10)
  • Fraud Flagging

BORDEREAUX & STATEMENTS

Technical Accounting

Stop manually reconciling Excel spreadsheets. Ingest Premium and Claims Bordereaux, Statements of Account (SOAs), and Debit Notes automatically.

  • Reconcile vs Ledger
  • Split Premium/Tax/Comm

Why IntelliDoc Wins

Comparing modern AI ingestion against legacy methods.

FEATUREMANUAL ENTRYLEGACY OCRINTELLIDOC AI
Setup Time None (Just hire people) ✕ Months (Template building) ✓ Instant (Pre-trained models)
Unstructured Data✕ Slow ✕ Fails ✓ 99% Accuracy
Email Context Good ✕ Cannot read email body ✓ Full Contextual Analysis
Cost Structure✕ High (Salaries + Benefits) ✕ Expensive Licensing + Maint. ✓ $500/mo + Pay-per-page

ROI Calculator

See how much time and money your department saves.

39 items
10 pages

Avg cost of Underwriting Asst / Claims Handler

TIME SAVED / MONTH

286 Hrs

Reinvest this into high-value work!

NET SAVINGS / MONTH

$12,370

After platform cost

Simple, Transparent Pricing

No six-figure implementation fees. Same price for Underwriting, Claims, or Accounting.

MOST POPULAR

Core Platform

$500/month
  • Unlimited Users
  • Email & API Integration
  • Custom Schema Mapping
  • 24/7 Support

USAGE FEES

Standard Document3¢ – 5¢ / page
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Enterprise volume discounts available for >100k pages/month.

Ready to see IntelliDoc in action?

Tell us about your document volumes and we'll show you exactly how IntelliDoc fits your workflow.

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