Brokerages and MGAs
Move certificates, policies, endorsements, schedules, submissions, loss runs, and SOVs into structured workflows without building extraction from scratch.
- COI intake
- Policy review
- Renewal packets
Move certificates, policies, endorsements, schedules, submissions, loss runs, and SOVs into structured workflows without building extraction from scratch.
Embed insurance document intelligence inside underwriting, renewal, vendor-risk, compliance, claims, or certificate management products.
Turn incoming submissions, policy packets, schedules, and supporting documents into normalized intake payloads for existing underwriting systems.
Use the same rail for claim packets as the coverage expands: FNOL, estimates, invoices, medical bills, notes, and correspondence.
Give AI agents MCP, CLI, OpenAPI, schema discovery, estimates, and extraction endpoints for real insurance document work.
Use PolDex as procurement-safe infrastructure for high-volume document intake, retention controls, audit paths, and existing systems of record.
Companies should not rebuild parsers for every product line. PolDex gives teams one callable rail for insurance documents: classify, extract, defend with evidence, and deliver structured records to the system that already owns the workflow.
Files, URLs, pasted text, email intake, signed links, processor uploads, and agent calls.
Schema selection, classifier routing, evidence rules, truth states, conflicts, and abstention.
JSON, CSV, XLSX, ZIP artifacts, signed result links, webhook payloads, and connector events.
The same interface expands from commercial P&C into consumer, claims, benefits, specialty, and global variants.
PolDex sits behind the workflow: documents enter from files, URLs, text, agents, email, or signed intake, then leave as structured records and downloadable artifacts. Commercial P&C is live first; the architecture is meant to expand across the insurance stack.
Extract structured fields from broker packets, supplemental forms, and policy PDFs.
Verify limits, named insureds, dates, exclusions, evidence, and missing fields at scale.
Turn vendor certificates and insurance requirements into machine-checkable records.
Prepare FNOL packets and claim attachments for structured intake as claims schemas come online.
Let agents estimate cost, choose schemas, process files, and export JSON, CSV, XLSX, or ZIP artifacts.
POST /v1/extract for production document pipelines.
Batch processing surface for teams that need operational review.
Public proof surface for quick evaluation against backend configuration.
Prepaid usage model that keeps pilots and production spend bounded.
Teams can run live proof, use the playground, initialize access, and load credits before a procurement process starts.
Engineering teams call the API directly, poll job state, receive connector events, and store signed artifacts downstream.
Ops teams can use Processor for batches while engineering keeps the same backend contracts and exports.
Agent companies can expose PolDex through MCP, CLI, OpenAPI, llms.txt, and schema discovery without building another parser.
Evaluate extraction quality publicly, initialize access, load credits, and wire PolDex into the company surface you already own.