For Insurance Brokers

Automatically Extract Producer Information and Applicant Data from ACORD Forms.

End manual errors in Business Descriptions and Coverage lists. Our AI extracts every field from ACORD 125/126 forms in 10 seconds—18x faster than manual entry. Get submission-ready Excel files, instantly.

No data training required. Files auto-delete in 24h.

Extracts key fields for CRM & submission:

Producer Info
Applicant Name/Address
Coverages Requested

Every ACORD Form Becomes a Clean, Structured Table

See exactly what you get. Our AI converts messy forms into organized Excel data, ready for your agency management system or direct submission.

Extracted Data Preview

Fields are fully customizable to match your workflow.

ACORD_Data_Export.xlsx
Producer InformationApplicant NameMailing AddressBusiness TypeCoverages RequestedPrior Carrier
ABC Insurance Agency
Code: 12345
Secure Data Systems LLC123 Tech Blvd, Suite 400
San Francisco, CA 94107
Data Backup & Cybersecurity ConsultingBOP, Cyber Liability, E&OGlobal Insure Co. (3 yrs)
Coastline Brokers Inc.
Code: 67890
Jones Family Restaurant45 Harbor View Rd
San Diego, CA 92109
Full-Service Restaurant with Liquor LicenseProperty, GL, Liquor Liability, Workers' CompStatewide Mutual (1 yr)

Designed for Insurance Broker Workflows

We understand your documents. The AI is tuned to locate and extract the specific data points that matter for quoting and submission.

ACORD 125 Sample
1. Producer Information: ABC Agency (Code: 12345)
2. Applicant Name: Secure Data Systems LLC
3. Business Description: Data Backup & Cybersecurity Consulting. 15 employees.
4. Coverages: BOP, Cyber, E&O
AI Extraction Target

Context-Aware Field Mapping

Our AI doesn't just find text; it understands that "Insured Name" and "Applicant Name" refer to the same field on different ACORD forms, ensuring consistent extraction.

Direct CRM/Software Integration Ready

The clean Excel/CSV output is formatted to seamlessly import into popular agency management systems, saving you the final manual upload step.

Process Client Data with Confidence

Your trust is our priority. We built our infrastructure to meet the high security and privacy standards expected in the insurance industry.

Military-Grade Encryption

All file uploads and data transfers are protected with TLS 1.3 encryption. Your clients' sensitive information is secure in transit and at rest.

Automatic Data Purging

We automatically and permanently delete all uploaded documents and extracted data from our servers within 24 hours. No traces left behind.

No Data Training

We never use your clients' ACORD forms or extracted data to train or improve our AI models. Your data is used solely for your requested processing.

Frequently Asked Questions

Can your AI accurately extract Producer Information and complex Business Descriptions from scanned ACORD forms?

Yes. Our Vision Large Model is specifically trained to understand insurance document layouts. It accurately identifies and extracts key fields like Producer Name & Code, Applicant Name & Address, and detailed Business Type / Operations Descriptions, even from low-quality scans or photos, with 99% accuracy for printed text.

How do you handle variations in Coverages Requested and Prior Carrier formatting across different insurers' forms?

Our AI uses contextual understanding, not rigid templates. It reads the form like a human broker would, identifying and standardizing data under 'Coverages Requested' and 'Prior Carrier' regardless of the specific phrasing or layout on the ACORD 125 or 126 form. This ensures clean, consistent data ready for your CRM or submission portal.

Is my clients' sensitive data from ACORD applications secure?

Absolutely. Security is paramount. We employ TLS 1.3 encryption for all data transfers, process files in isolated, ephemeral environments, and automatically purge all uploaded documents and extracted data from our servers within 24 hours. We never use your data for model training.

📮 contact email: [email protected]