Upload loss runs, equipment schedules, or any insurance document. AI extracts structured data from PDFs, Excel, CSV, and images — then links it to client profiles automatically.
Documents Parsed
1,847
+124 this week
Data Points Extracted
52.3K
+3.2K
Avg Parse Time
8s
↓ 2s
Accuracy Rate
96.4%
+0.8%
What it is
A document intelligence engine trained on the types of files insurance agencies handle every day — loss runs, equipment schedules, dec pages, ACORD forms, and driver lists — that extracts structured, usable data in seconds.
Insurance agencies receive documents in every format imaginable: multi-page PDF loss runs from carriers, Excel equipment schedules from insureds, scanned ACORD applications, and CSV driver lists. Insurstein's AI reads these documents, identifies the relevant fields, and outputs clean, structured data. A 30-page loss run becomes a searchable table of claims in under 10 seconds.
Beyond document parsing, the built-in AI assistant understands insurance workflows. Ask it to summarize a client's claims history, compare loss ratios across carriers, draft a submission narrative, or explain coverage gaps. It operates with agency context, so responses reference your actual clients, policies, and data rather than generic information.
Core capabilities
Parse PDFs, Excel spreadsheets, CSV files, and images with one upload.
Drag and drop any supported file type into the upload zone. The AI detects the document type, applies the appropriate extraction logic, and returns structured data. No file conversion or preprocessing required on your end.
Extract 19+ fields per claim from carrier loss run reports.
Claim number, date of loss, claimant, loss type, status, paid amounts, reserved amounts, and subrogation data are pulled from even the most inconsistently formatted loss runs. Results are linked to the client's Loss Runs tab for immediate use in remarketing.
Pull 28+ fields per unit from fleet and equipment schedules.
VIN, year, make, model, GVW, radius, driver assignment, and stated value are extracted from equipment lists. Parsed data can feed directly into quoting workflows, eliminating hours of manual data entry for large fleets.
Parsed data is automatically linked to the correct client profile.
When a document is parsed, the AI matches it to an existing client based on named insured, policy number, or other identifying fields. The parsed data appears under the appropriate tab in the client profile without manual filing.
An AI assistant with 114 capabilities built for insurance agency workflows.
Ask natural language questions about your book of business, request draft emails to underwriters, summarize claims histories, or analyze loss ratios. The assistant works with your live agency data to produce contextually relevant answers.
Every extracted field includes a confidence score for human review.
Fields extracted with high confidence are auto-accepted. Lower-confidence fields are flagged for human review, so your team only spends time verifying the handful of values that need attention rather than reviewing entire documents.
What they don't do
Retyping claim data from PDF loss runs into spreadsheets takes 20 to 45 minutes per report and introduces transcription errors that affect quoting accuracy.
Sending documents to offshore processing teams adds days of turnaround, creates data security concerns, and still requires your staff to review and correct the output.
Manually transferring VINs, unit numbers, and driver names from insured-provided spreadsheets into your AMS is tedious, slow, and error-prone at scale.
Printing loss runs to highlight key claims with a marker, then re-entering that data digitally, doubles the work and creates paper waste with no audit trail.
When loss runs and equipment schedules are stored as flat files, finding a specific claim or unit across hundreds of documents requires opening each one manually.
General-purpose AI tools don't understand insurance terminology, have no access to your agency data, and cannot perform actions like linking parsed data to client profiles.
What it takes off your plate
Insurstein automatically identifies whether an uploaded file is a loss run, equipment schedule, dec page, or ACORD form, and applies the correct extraction template.
Extracted data is validated against expected formats — dates, dollar amounts, VIN patterns — and anomalies are flagged before they enter your records.
Parsed documents are matched to existing client profiles using named insured, policy number, or DOT number so data lands in the right place automatically.
Upload multiple documents at once and Insurstein processes them in parallel, returning structured data for each file as it completes.
All parsed data is indexed and searchable, so finding a specific claim from two years ago takes a keyword search rather than digging through file folders.
Every parsing job is logged with timestamp, source file, extracted field count, and confidence scores for compliance and quality tracking.
A day in the life
8:00 AM
Three loss run PDFs arrived overnight from carriers. Download them from the inbox and drag all three into the AI upload zone at once.
8:05 AM
Within seconds, the AI extracts 67 claims across the three reports. Two low-confidence fields are flagged for review — correct them in place with one click.
9:30 AM
A prospect sends a 47-unit fleet list in Excel. Upload it and the AI returns every VIN, year, make, model, GVW, and radius in a structured table ready for quoting.
11:00 AM
Ask the assistant to compare loss ratios for a client across two carrier periods. It pulls the parsed loss run data and returns a summary with dollar amounts.
2:00 PM
Use the parsed equipment schedule and loss history to compile a submission. Data is already structured, so the submission takes minutes instead of an hour.
Daily impact
Documents Parsed
Data Points Extracted
Manual Entry Saved
Client Profiles Updated
Upload any insurance document and let AI extract structured, client-linked data in seconds.