All use cases

eDoctify for Banking & Insurance

The AI automatically extracts the key data from your claims declarations, supporting documents and contractual documents: amounts, dates, circumstances, references. Retrieve any document via a simple or advanced search with smart filters by claim, client or contract type. No more browsing through folders to handle a claim: everything is indexed and accessible instantly.

Documents

Documents covered

The types of documents you can process automatically.

📜Insurance contracts
⚠️Claims declarations
🏦Account statements
📎Supporting documents
✍️Mandates and powers of attorney
🪪KYC documents
Features

Key features

Tools designed specifically for the banking & insurance.

Accelerated claims processing

The AI extracts the key information from each declaration and supporting document. The claims handler retrieves all documents for a claim with a simple search, without browsing through folders.

Automated KYC compliance

Using the extracted information, verify the completeness of a client's documents by searching by name. Missing or expired documents are identified automatically.

Contractual data extraction

Coverage amounts, excesses, exclusions, effective dates: all key data is extracted automatically.

Duplicate detection

Identify duplicate declarations, already-processed documents and inconsistencies between documents linked to the same claim.

Example

Concrete example

See how eDoctify fits into your day-to-day work.

01

Declaration

A policyholder files a claim and submits supporting documents: photos, invoices, agreed statement of facts, repair quotes.

02

AI extraction

The AI extracts amounts, dates, circumstances and identifies the claim type. Each document is automatically indexed.

03

Processing

The claims handler searches by claim and retrieves all documents instantly, without browsing through folders. Missing documents are identified and requested automatically.

04

Resolution

Thanks to the extracted information and smart filters, the claim is processed faster. The complete history is retained and retrievable at any time for audit and compliance purposes.

Ready to transform your document management?

eDoctify is in private beta. Request early access — free, no commitment.