Transform legacy policy files into searchable, structured digital assets with AI-powered classification, automated data extraction, and secure delivery.
Legacy paper archives drain operational efficiency and increase compliance risk. Manual retrieval is slow, error-prone, and costly. Physical storage consumes resources while retrieval delays impact servicing timelines and regulatory responses. Without digitization, organizations struggle with fragmented access, higher storage costs, and audit vulnerabilities.
Our Policy Extraction & Digitization solution streamlines the entire lifecycle — from pickup to shredding — ensuring documents are scanned, classified, indexed, and securely delivered in digital formats. AI automatically extracts key policy data (numbers, borrower details, effective dates, etc.), while exception handling ensures accuracy. Verified digital records integrate seamlessly into your systems, reducing dependency on physical archives and enabling faster, compliant access.
Box-level barcoding ensures chain-of-custody and full tracking.
Crisp imaging optimized for OCR and long-term storage
Automatically identifies policies, reports, and supporting documents
Captures policy metadata (policy ID, borrower, effective dates, coverage details)
Low-confidence fields routed to human review
Secure SFTP transfer or direct API integration with client systems
Centralized interim storage with client-approved shredding after 90 days
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