Upload, extract and review documents

One document area accepts applications, policies, quotes, schedules and insurance requirements.

Documents & forms · Customer, Unlicensed staff, Licensed staff, Company admin

How it works

Attach the original document to the correct request. Files up to 25 MB use private storage; large uploads use a short-lived upload authorization.
Staff open Document review, choose a saved source and select automatic document identification or a specific type. Authorize the configured AI processing.
Start with Missing or conflicting in Document review. Compare saved and proposed answers side by side with the cited source. Switch to All proposed details to inspect matching values; changing the filter clears the selection. Nothing is automatically applied.
Apply checked reusable details from applications, old policies, loss runs and exposure schedules. Choose one proposal per field; the source page and evidence stay attached. Policy terms remain historical evidence, not current coverage. Requirements and quotes keep their separate review decisions.
Generate a fresh package after application facts change. Keep the original evidence and prior package history.

What to check

Supported sources include PDF, PNG/JPEG, text/CSV, XLSX, EML and MSG where the reader supports the content. Password-protected, unreadable, oversized or scanned sources may need OCR or manual review. A partly scanned PDF is held for complete reading; text from its readable pages alone is not treated as a complete analysis.

OCR and AI output are proposals. A matching excerpt is evidence of extraction, not a guarantee of coverage or legal sufficiency.

If analysis fails, inspect the reason and choose Set up another review. Saved answers remain unchanged. Unknown ACORD editions can be reviewed as source evidence; automatic page mapping and output generation require a supported, configured template.