INSURANCE SOLUTIONS
Document SDKs to Capture Claims Data, Generate Policy Documents, and Protect Policyholders’ PII
Add capture, extraction, template-based generation, redaction, and digital signature workflows to the insurance applications your team builds, with processing that runs on your own infrastructure.
INDUSTRY LEADERS RELY ON APRYSE
Insurance Document Processing Use Cases
Document SDKs to extract claims data, generate policy documents, and keep policyholder data under your control
Claims Intake and First Notice of Loss
Claims arrive as ACORD forms, scanned letters, photos, and handwritten notes, often across mail, email, and web forms. Classify each document against the right template, pull policy numbers, dates, and claim amounts into JSON, and capture handwritten fields with Intelligent Character Recognition, so adjusters start with structured data instead of retyping it.
Underwriting and Policy Documents
Underwriting runs on many documents and many parties. Generate quotes, applications, and policy documents by merging your data with DOCX templates. Add fillable forms that pre-fill customer data and check required fields, then build digital signature workflows into your application.
Claims Data Extraction and Analytics
Every provider, broker, and region sends a slightly different layout, and rule-based extraction breaks when forms change. AI-powered extraction detects key-value pairs, tables, and form fields without a pre-built template, even in scanned, image-only PDFs. It returns JSON or XML that your fraud analytics, claims reserving, and reimbursement models read directly.
Privacy, Compliance, and Long-Term Records
Insurers handle policy documents, claim forms, and medical records full of personal data, and most U.S. states now expect a formal information security program under NAIC Model Law #668. Permanently redact sensitive information before documents are shared, restrict who can print, download, or edit, and archive policies and claim files to PDF/A for long-term retention.
Key Features for Insurance
Turn ACORD forms, handwritten notes, and medical bills into structured JSON. Generate policy documents from Word templates, and add forms and signing to the apps your agents and adjusters already use.
Smart Data Extraction
Pull policy numbers, dates, amounts, tables, and key-value pairs from ACORD forms, loss runs, and medical bills, whether the layout is fixed or changes by sender. Output structured JSON or Markdown your claims and policy systems can use directly.
Handwriting Recognition (ICR)
Read handwritten claim forms and notes with a dedicated engine that runs on-premises, in a private cloud, or air-gapped, with JSON, XML, or searchable PDF output.
Template-Based Document Generation
Generate quotes, declarations pages, and policyholder letters by merging JSON data with DOCX templates designed in Word, with loops, conditionals, dynamic tables, and images, all inside your application with no third-party dependencies.
Form Creation and Digital Signatures
Embed fillable applications and claim forms that pre-fill known data and validate required fields, then build digital signature workflows for one or more signers, with timestamps.
SOC 2 and ISO/IEC 27001
Your team is accountable for every document that holds policyholder data, from applications to medical records in a bodily-injury claim. Apryse completes a SOC 2 Type II audit every year against the Trust Services Criteria for security, availability, and confidentiality, and its Information Security Management System is certified to ISO/IEC 27001:2022. Apryse SDKs are self-hosted, with no third-party servers required, so you process documents on your own infrastructure and data never leaves your platform.
Document Security Features
Encryption and Permissions
Encrypt documents and set detailed permissions that prevent unauthorized viewing, editing, and annotation.
Redaction
Permanently remove PII from policy documents, claim files, and medical records before they are shared.
A Complete Toolkit for Document Processing in Insurance
Our SDKs, pre-built components, and end-user SaaS applications help insurers, MGAs, and insurtech platforms generate, convert, view, edit, and sign documents within their applications and workflows.
Client-Side Viewing, Editing, Signing, and More
Let your policyholders and agents fill claim forms and sign them in the browser, inside your self-service app.
Self-Hosted Document Processing
Embed extraction, generation, redaction, and digital signatures into backend claims and policy systems.
Capture at the Point of Loss
Let adjusters and policyholders scan documents on their phones with consistent experiences across web and mobile.
Loved by Developers
Apryse gives developers SDKs for server, mobile, and client-side document processing. Your developers add capture, extraction, generation, and signing to the apps they already maintain, with security controls that support your compliance program.
Reliable Expert Support
Accelerate projects with our team of experienced SDK developers. We offer support through your unlimited trial to the finish line, and beyond.
Secure by Design
Eliminate potential vulnerabilities. No outside dependencies mean you can deploy on your infrastructure without data ever leaving your platform.
Insurance Document Workflows in Practice
Integrating ACORD Form Data Extraction into Your PDF DMS
Read more
Template-Based Generation for Underwriting Documents
Read more
First Business Bank Fast-Tracks Transformation with Salesforce and Apryse
Read moreIntegrating ACORD Form Data Extraction into Your PDF DMS
Read moreTemplate-Based Generation for Underwriting Documents
Read moreFirst Business Bank Fast-Tracks Transformation with Salesforce and Apryse
Read moreIntegrating ACORD Form Data Extraction into Your PDF DMS
Read moreTemplate-Based Generation for Underwriting Documents
Read more