Powerful features for
modern insurance

Automatically identifies and assembles claims that span multiple pages, ensuring no data is lost at page boundaries.

Extracts paid amounts, reserves, incurred totals, and all financial line items with high accuracy and confidence scoring.

Process large multi-document uploads with configurable batch sizes, overlap handling, and real-time progress tracking.

Define extraction templates and per-job instructions to guide the AI for carrier-specific or non-standard formats.

Review extracted data in a spreadsheet-like interface with confidence scores, side-by-side source comparison, and inline editing.

Once validated, commit all extracted claims and financial data to your system with a single click and a full audit trail.

Track building specifications, construction types, occupancy details, square footage, and ISO classifications.

Manage building values, contents, business income, and other amounts with automatic TIV calculations.

Full address management with geocoding, county tracking, and flood zone designation support.

Define custom fields to capture data specific to your organization or carrier requirements.

Import thousands of assets from Excel or CSV with validation. Stage and preview bulk edits before committing.

GitHub-style change request system for multi-party review and approval of asset modifications.

Multi-step workflow for comprehensive policy setup: coverage, rates, fees, and asset assignment.

Define coverage types, limits, deductibles, and exclusions with support for multi-line programs.

Automatic premium calculations based on asset values, custom rate mappings, and divisor configurations.

Add and manage policy fees including base fees, custom surcharges, and carrier-specific charges.

Streamlined renewal process with automatic rate adjustments, notifications, and status tracking.

Policy cancellation workflow with multi-level approval requirements and rejection reason tracking.

Configurable approval workflows with multiple reviewers, delegation authority, and approval levels.

Support for the complete insurance transaction flow between all parties with status handoffs.

Complete audit trail of all transaction activities, changes, comments, and approvals.

Approve, reject, or process multiple transactions at once with batch workflow sessions.

Live status updates with in-app and email notifications at each stage of the workflow.

Add reviews, comments, and notes to transactions for clear multi-party communication.

Multi-factor authentication with TOTP support for enhanced account security across all user roles.

Fine-grained permissions with custom roles, delegation authority, and capability-based access management.

Database-level data isolation ensuring organizations can only access their own data, enforced at the PostgreSQL level.

Every action is logged with timestamps, user information, actor type, and detailed change records.

All data encrypted at rest and in transit using industry-standard encryption protocols.

Automatic session timeout, idle detection, and secure token management for added security.

Unified organisation model supporting clients, brokers, and carriers with configurable capabilities and relationships.

In-app and email notifications for submissions, approvals, status changes, and workflow updates.

Delegate decision-making authority across organisations with tracked audit logs and approval limits.

Define export profiles per carrier or program for consistent, compliant data delivery.

Attach, classify, and manage documents across policies, assets, and transactions with version tracking.

Comprehensive API for integration with existing systems and webhooks for real-time event notifications.

Define field selections, ordering, and formatting rules per carrier or program for consistent output.

Automated total paid, total reserves, and total incurred calculations across claim sets and policies.

Export assets, policies, claims, and transactions to Excel, CSV, or PDF formats on demand.

Include or exclude custom fields in export profiles for carrier-specific or internal reporting needs.

Track extraction performance including processing times, accuracy rates, and document throughput.

Monitor AI usage with detailed records of tokens consumed, model versions, and per-job costs.