Organize insurance policies and premium invoices for coverage trackingautomatically
Track insurance policies and premiums so you can ensure continuous coverage and accurate premium allocation.
No credit card • Rename in under 3 minutes
sample.pdf
Waiting for rename…
Date
2024-10-14
Receipt #
102-1234567-123
Issuer
Amazon
Organize insurance policies for renewal tracking and premium management.
- Connect insurance document folders or carrier portal downloads.
- AI extracts policy numbers, renewal dates, and premium amounts.
- Organize by coverage type and renewal schedule for proactive management.
Proof: 654 insurance documents organized last month at 93.9% average confidence.
Before → after filenames
No more download.pdf. Every document follows your naming convention automatically.
receipt.pdf
2024-10-14_Amazon_Order_102-1234567-1234567.pdf
Example naming rule
Rename to 2024-10-14_amazon_102-123456
Why teams adopt this workflow
Renewal tracking: Extract renewal dates and organize by upcoming renewal schedule for proactive management.
Cost allocation: Track premium amounts by coverage type for accurate cost center allocation.
Coverage visibility: Maintain complete insurance coverage overview for risk management and compliance.
How it works
Insurance documents auto-name to Carrier_Policy-Number_Renewal-Date.pdf with 93%+ accuracy, ready for coverage tracking.
- Connect insurance document folders or carrier portal downloads.
- AI extracts policy numbers, renewal dates, and premium amounts.
- Organize by coverage type and renewal schedule for proactive management.
FAQ
Can I handle multiple insurance carriers?
Yes. Configure rules for different carriers with appropriate policy type classification.
Will it work with policy declarations and certificates?
Handles policy declarations, certificates of insurance, and premium invoices.
How do I track coverage changes?
Include endorsement and change information in filenames for coverage history tracking.
Make it part of your workflow
Connect integrations, use full-text extraction, or call the API for posts processing.
Supported in:
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