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PolicyIQ | Extract

Insurance Document OCR

Insurance Document OCR reads insurance documents and converts them into structured, usable data, the foundational capability behind every other PolicyIQ | Extract feature.

Insurance documents arrive as PDFs, scans or photographs, in formats that vary by insurer. Insurance Document OCR is the general-purpose reading capability underneath PolicyIQ | Extract's more specific tools — Policy Data Extraction, Proposal Form OCR, Motor Policy OCR and Health Policy OCR — each applying it to a particular document type.

Reading a document is only useful if the output can be trusted and used elsewhere. Insurance Document OCR is built to recognise the fields insurance documents actually contain, not just extract a wall of unstructured text, so the result is ready for validation and use rather than another manual clean-up step.

What challenges does Insurance Document OCR address?

  • Documents arrive as scans, PDFs or photos in inconsistent insurer formats
  • Manual re-typing introduces transcription errors
  • No structured way to feed extracted data into other systems
  • Slow turnaround when documents pile up

How does it fit into PolicyIQ | Extract?

Once a document is read, its output passes through Data Validation before reaching a brokerage's or insurer's own systems, and can connect through the OCR API rather than requiring manual export and import.

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Category-specific extraction for motor and health policies builds directly on this same reading capability, rather than starting from scratch.

What does Insurance Document OCR include?

  • Text and field recognition across common insurance document types
  • Output structured into usable data fields, not just raw text
  • A foundation for category-specific extraction (motor, health, proposal forms)
  • A direct handoff into Data Validation before use

What outcomes does Insurance Document OCR support?

  • Faster document turnaround
  • Fewer manual transcription errors
  • Structured data ready for downstream systems

Related PolicyIQ | Extract capabilities

Frequently asked questions

Frequently asked questions

Insurance Document OCR is designed to read scans, PDFs and photographed insurance documents. TODO(content): confirm the specific supported file formats once verified.

It's built to handle the layout variation across different insurers' documents, with category-specific extraction (Motor Policy OCR, Health Policy OCR) tuned further for those document types.

See Insurance Document OCR in action

Book a demo to see documents turn into structured data.