Health Policy OCR

Health policies often cover multiple family members or employees under one schedule, with sub-limits and waiting periods general OCR isn't tuned for. Health Policy OCR applies PolicyIQ | Extract's document reading capability with those health-specific fields in mind, alongside Motor Policy OCR for the motor insurance equivalent.

A single health policy document can carry per-member sums insured, sub-limits and exclusions that differ from one family member or employee to the next. Extracting these accurately, member by member, is exactly the kind of detailed work manual entry struggles to do consistently at volume.

What challenges does Health Policy OCR address?

• Family floater and group policies list multiple members with different sub-limits
• Waiting periods and exclusions vary by insurer and plan
• Manual entry across many members is slow and error-prone
• Group health schedules can span many pages

How does it fit into PolicyIQ | Extract?

Extracted health policy data passes through Data Validation before use and can connect into a brokerage's systems through the OCR API, feeding both individual and group health workflows.

What does Health Policy OCR include?

• Extraction tuned to health policy schedule fields
• Per-member sum insured and sub-limit capture for floater/group policies
• Waiting period and exclusion details captured
• Validation before use, and connection via the OCR API

What outcomes does Health Policy OCR support?

• Faster health policy data entry, including multi-member policies
• Fewer errors across per-member details
• Consistent handling of group health schedules

Related PolicyIQ | Extract capabilities

• Motor Policy OCR — the equivalent capability for motor insurance documents
• Data Validation — checks extracted health policy fields for consistency
• Back to the PolicyIQ | Extract overview