Industry playbook

Insurance

Typical request

“Extract policyholder details and coverage limits from this new application PDF.”

1
Upload application
Underwriting adds the signed PDF and product brochure to Knowledge.
2
Field extraction
AI pulls name, ID, sum insured, riders, and effective dates into a table.
3
Validate against rules
Agent checks required fields against your underwriting checklist document.
4
Analyst review
Underwriter confirms extracted values and flags missing disclosures.
5
System entry
Clean JSON or spreadsheet exports to policy admin — no auto-bind without approval.

Pre-built playbook — sign up and run this workflow on your own documents and meetings.