OCR API

A brokerage or insurer with its own policy administration or CRM system can send documents to PolicyIQ | Extract and receive validated, structured data back programmatically, rather than exporting and re-importing files by hand.

Extraction that isn't connected to where the data is actually used still leaves a manual step in the workflow — someone has to move the output from one system to another. The OCR API removes that step, so extraction becomes part of an existing process rather than a separate tool alongside it.

What challenges does the OCR API address?

• No easy way to connect extraction into an existing policy or CRM system
• Manual export and import between PolicyIQ | Extract and other tools
• Difficulty scaling extraction across a high document volume
• Limited visibility into integration health

How does it fit into PolicyIQ | Extract?

The OCR API sits after Data Validation in the pipeline, and is also how PolicyIQ | Extract connects to other PolicyIQ products, such as feeding structured policy data into PolicyIQ | One through PolicyIQ | Gateway.

What does the OCR API include?

• Programmatic access to document extraction and validation
• Structured output ready for downstream systems
• Connection into PolicyIQ | One and other systems via PolicyIQ | Gateway
• Documentation for integrating teams

What outcomes does the OCR API support?

• Extraction embedded directly into existing workflows
• No manual export or import step
• Scalable processing for high document volumes

Related PolicyIQ | Extract capabilities

• Data Validation — the checked data the API delivers
• PolicyIQ | Gateway — connects PolicyIQ | Extract to other systems
• Back to the PolicyIQ | Extract overview