Insurance
Claims and policy files
Claims mail filed to the right claim and routed to the right desk.
Insurance carriers and agencies
Every policy, from application to renewal, in one file.
Applications, underwriting documents, endorsements and renewals are scanned, named and filed to the policy number, with every version kept and every change recorded.
Free trial starts the first time you open it. No form.
The problem
A policy is a stack of paper that keeps growing.
Underwriters, service staff and claims all need the same policy history, and each one adds to it.
Underwriting waits on documents
An application sits until the inspection, the loss runs and the signed forms are all in one place.
Which version is current?
Endorsements and renewals pile up until nobody is sure which declarations page is the one in force.
Records must be kept, then let go
Each document type has its own retention period, and keeping track of them by hand does not scale.
CapturePoint 6
Scan the application. It sorts itself.
Scan a full submission. CapturePoint 6 splits it into documents, tells the application from the inspection and the signed forms, reads the insured name and policy number and names every file. Its AI runs on your own PC, so policyholder data stays with you.
- Cutting-edge document AI on your own PC
- Unlimited scanning, no per-page fees
- Comes with a sample job for insurance documents
Sends it where you work
Your documents land right where your team already looks.
Every finished document goes out as a searchable PDF with its data, named and filed. Send it to your own folders, Content Central or Nucleus One, or straight into SharePoint, OneDrive, Google Drive, Dropbox and Box.
SharePoint
OneDrive
Google Drive
Dropbox
Box
- Your own folders
And many more systems through Cortexa Connect. Tell us where your documents need to go.
Content Central
The policy in force, never in doubt.
Content Central files every document to its policy on your own servers. Check documents out to edit and back in when done, and version history keeps every endorsement and renewal in order.
- Filed by insured and policy number
- Check-in, check-out and version history
- Full-text search across every policy
Content Central
Kept as long as required. Not a day more.
Workflows move submissions through underwriting and approval. Retention policies hold each document type for its required period, legal holds stop anything under dispute from being destroyed, and the audit trail records every view and change.
- Underwriting and approval workflows
- Retention policies and legal holds
- Permissions by role, with Active Directory and MFA
More for insurance.
Scanning
Insurance scanning and indexing
Submissions and claims split, read and indexed at the scanner.
Questions
Can we keep every version of a policy?
Yes. Content Central keeps version history on every document, and check-in and check-out stop two people from editing the same file at once. You can always see which version is current and what changed.
How do retention and legal holds work?
You set a retention policy for each document type, and Content Central keeps those documents for that period. A legal hold pauses destruction for anything under dispute or review, and the audit trail records what happened to every record.
Can it connect to our policy system?
CapturePoint 6 writes a data file with every value it reads alongside each PDF, and Content Central has a REST API, so documents can be linked to the system you already work in. Tell us what you run and we will walk through it in your demo.
What does it cost?
Pricing depends on what you need: scanning stations for CapturePoint 6, users for Content Central and Nucleus One, document volume for Paige, and your servers for Cortexa. Tell us about your setup on the pricing page and we will send pricing that fits, or book a free live demo and we will walk you through it.
Trusted by 1,000+ organizations since 2002.
Fortune 500 companies and government agencies run on Ademero. Their security, IT and legal teams review us every year and keep renewing.
- Policy files on your own servers
- Version history on every document
- Retention policies and legal holds
- A full audit trail on every document
Free live demo
Bring a real policy file. We will show it filed and versioned.
Book a free demo and we will show you around, answer your questions and run your real paperwork through it. No cost, no pressure.
- A live tour of the products that fit your work
- Your own documents, set up and shown working
- Your workflow and process, mapped with you
- Straight answers from people who build it
