ProActive Revenue
Live Demo ยท Underwriting & Insurance

AI Document Extraction: a 4-hour file review done in 6 minutes

Loss runs, ACORDs, financials, supplemental apps โ€” your underwriters re-type the same data all day. This automation reads the whole submission stack and hands them a clean risk profile.

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1. Submission In

PDFs, scans and spreadsheets land in one inbox or folder.

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2. AI Extraction

Every field pulled โ€” named insureds, limits, loss history, financials.

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3. Risk Profile

Structured summary built to your underwriting guidelines.

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4. Flags & Exceptions

Missing docs, outlier losses and guideline breaches surfaced first.

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5. Quote-Ready

Pre-filled worksheet in your rating system. Human approves, AI assembles.

Live activity feed (simulated)

14:30:11๐Ÿ“‘ New submission: Hartwell Logistics LLC โ€” 47 pages across 9 documents.
14:31:48๐Ÿง  Extraction complete: 212 fields captured ยท 5-year loss runs parsed ยท financials normalized.
14:32:20๐Ÿ“Š Risk profile built: fleet of 28 ยท 2 at-fault claims ยท revenue trend +14% YoY.
14:32:24๐Ÿšฉ 2 flags: missing driver schedule ยท 2023 claim exceeds guideline threshold.
14:36:02๐Ÿ“ Quote worksheet ready for underwriter review. Total elapsed: 6 minutes. ๐Ÿ“ˆ
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Per submission (was ~4 hours)
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More submissions quoted per day
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Of flags reviewed by a human โ€” AI drafts, you decide
Get Your Free AI Audit โ†’

15 minutes. We map where automation pays off in your book. No obligation.

Simulated data for demonstration purposes. ยท ProActive Revenue LLC ยท Tal.SPoremba@gmail.com ยท proactiverevenue.com