Built for agency case teams
Process insurance illustrations without manual spreadsheet work.
Upload carrier PDFs, extract structured values, and move case analysis forward from one secure agency workspace.
Carrier PDF extraction
Analysis-ready outputs
Secure tenant access
Case intake
Live extraction queue
3 active
JH proposal bundle.pdf
Ready for review
NW illustration packet.pdf
Processing
Pacific Life scenario.pdf
CSV extracted
42
Files processed this week
96%
Clean extraction rate
Supported insurance carriers
John HancockLincoln FinancialNationwidePacific Life