Insurance Applications

A specialty insurance wholesaler receives handwritten and typed applications via email from producers. Applications contain customer information, policy details, and handwritten notes that must be accurately extracted and transferred to their Ellis AMS system while avoiding duplicate customer records.

Document Processing

DocRouter.AI uses advanced OCR technology to process handwritten applications, recognizing signatures, notes, and complex handwriting patterns. The system flags low-confidence fields for human review before transferring data to the AMS.

Key Insurance Data Extraction

• Customer identification with duplicate detection
• Policy details and coverage requirements
• Risk assessment data and checkboxes
• Handwritten notes and special instructions
• Producer and agency information
• Medical and financial information
• Special instructions and endorsements

Automated Validation

• Customer identification to avoid duplicates
• Policy coverage validation
• Risk assessment scoring
• Compliance requirement verification

AMS Integration Benefits

• Confidence-based flagging for human review
• Automated customer record creation and updates
• Policy information transfer and validation
• Document classification and storage
• Real-time status updates and notifications

Producer Relationship Management

• Improved producer satisfaction with faster processing
• Automated acknowledgments and status updates
• Reduced duplicate customer records
• Enhanced producer communication and support

Compliance & Risk Management

• Maintained audit trails and regulatory compliance
• Reduced risk of manual errors
• Better tracking of application status
• Improved underwriting decision support

Cost Savings

• Lower operational costs through automation
• Reduced manual processing overhead
• Faster application processing leading to increased revenue
• Improved staff productivity and satisfaction