How Polysea
works
From uploading your first document to managing complex multi-party transactions, see how Polysea streamlines every step of your insurance workflow.
Upload your documents
Drag and drop your loss runs, SOVs, spreadsheets, or PDF documents into Polysea. The platform accepts multiple formats and automatically detects file structure, so you can get started in seconds.
AI extracts and structures data
Polysea's AI engine reads every page, identifies claims that span across pages, extracts financial fields, and maps columns to the appropriate data model. Watch in real-time as data is processed and structured.
Review, validate, and collaborate
Review extracted data in a spreadsheet-like interface. Make inline corrections, bulk edit records, and collaborate with brokers, carriers, and clients, all on a single platform with role-based access.
Export, submit, and track
Commit validated data to your system with one click, export in carrier-specific formats, submit to downstream parties, and track every transaction through the complete approval workflow.
Workflows for every role
Whether you're a broker, carrier, or client, Polysea adapts to your specific workflow needs.
Broker
Workflow
- 1Receive loss runs and SOVs from clients
- 2Upload and extract data with AI
- 3Review and validate extracted records
- 4Create policy submissions with complete data
- 5Submit to carriers and track approvals
- 6Manage renewals and endorsements
Carrier
Workflow
- 1Receive electronic submissions with validated data
- 2Review asset and loss run information
- 3Underwrite with complete exposure data
- 4Approve, bind, or request changes
- 5Issue policies with calculated premiums
- 6Track claim history and portfolio performance
Client
Workflow
- 1Upload property portfolios and SOV data
- 2Manage asset updates and value changes
- 3Track policy and transaction status
- 4Access complete document history
- 5Collaborate with brokers on submissions
- 6Self-service reporting and exports
See it in action
Experience how Polysea can transform your insurance operations. Start a free trial or request a personalized demo.