New
Insurance
Underwriting
Automation
Process thousands of ACORD forms, medical records, and loss runreports in seconds. Upstage's Intelligent Document Processingautomates everything from classification to extraction, acceleratingyour underwriting workflow.
INPUT/OUTPUT DEMO
Upload documents, get structured data
Verify extraction with bounding boxes and manage quality with field-level confidence scores.
INPUT — SCANNED DOCUMENT
OUTPUT — STRUCTURED JSON
ACORD 125
COMMERCIAL GENERAL LIABILITY
Fax
Low Res
APPLICATION/JSON
{
"policy_number": "PA-2024-00847",
"claimant": "James R. Holloway",
"incident_date": "2024-11-03",
"loss_type": "Property Damage",
"claim_amount": "$42,500.00",
"metadata": {
"source": "FAX_OCR_PIPELINE",
"quality_flags": ["LOW_RES"]
}
}
OVERALL CONFIDENCE
94%
Upload your own insurance documents to see the results
▶ Try in Studio
Where the process breaks
Manual data entry causes
delays
Underwriters manually cross-reference
hundreds of pages of medical records and
incident reports. These manual tasks account
for over 70% of total underwriting time.
Infinite variability of
unstructured forms
Medical receipts from different hospitals,
ACORD forms with slight variations.
Template-based OCR cannot handle the
constantly changing layouts of insurance
documents.
Lack of confidence leads to
re-review
If the source of extracted data is unclear,
underwriters must reopen original
documents. Automation without confidence
scores only increases operational fatigue.
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How It Works
The journey of an insurance document through the Studio workflow into structured data.
1
PARSE
Layout-Aware Parsing
2
CLASSIFY
AI-Powered Classification
3
EXTRACT
Schema-Based Extraction
4
VERIFY
Confidence Validation &
Routing
Text
Table
Layout Recognition — Distinguishes text and tables in complex policy forms
Source Coordinate Mapping — Every value is linked to its exact position on the page
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Traceable Extraction
Every value is linked to its exact position on
the source document, ensuring transparent
audits and validation.
Confidence Scoring
Process 90%+ of documents automatically
and flag low-confidence data to save your
underwriters' valuable time.
Enterprise Security
SOC 2
ISO 27001
HIPAA
Built for these workflows
Commercial Lines Underwriting
Automatically classify commercial policy applications and extract
key fields like insured name, location, and coverage limits.
Commercial Lines Underwriting
Automatically classify commercial policy applications and extract
key fields like insured name, location, and coverage limits.
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Why teams trust Upstage
"Data accuracy for handwritten notes and complex
commercial insurance documents has improved to over 95%.
Our underwriters are now free to focus on high-level decision
making."
Chief Underwriting Officer
Fortune 100 Global Insurer
"Upstage outperformed other solutions in our unstructured
medical records project. Their recognition rate for low-
resolution faxed documents is truly industry-leading."
Head of Claims Innovation
Top-tier Reinsurance Company
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