Insurance

Form Processing Agent

Eliminate form filling errors forever. The Form Processing Agent scans customer documents, extracts data with 99.5% accuracy, validates against official databases, and auto-fills insurer forms, cutting processing time by 90%.

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99.5%

Data extraction accuracy

0.5%

Application rejection rate

45min

Time saved per application

More applications processed

From document to approved policy

Five workflows where the Form Processing Agent eliminates manual work

Proposal Form Auto-fill

Customer shares documents via WhatsApp. Agent extracts PAN, Aadhaar, bank details automatically. Pre-fills the proposal form with validated data. Agent reviews and submits in minutes instead of hours.

Cut form filling time by 90%

Eliminate manual data entry errors

PAN/Aadhaar validation built-in

Support for all major insurers

Document Verification & Collection

Automatically identify missing or expired documents. Send personalized requests via WhatsApp. Validate uploaded documents against requirements. Flag issues before underwriting review.

Reduce document collection cycles

Automated expiry date checking

Photo quality validation

Organized document storage

Medical Report Processing

Extract data from health checkup reports automatically. Map values to insurer requirements. Flag concerning values for underwriter attention. Pre-populate medical questionnaire sections.

Process 50+ test parameters

Compare against normal ranges

Automated risk flagging

Direct integration with TPA systems

Renewal Form Processing

Pre-fill renewal forms with existing policyholder data. Highlight changes from last year. Process NCB certificates and claim history automatically. Generate comparison summaries for customers.

One-click renewal processing

Automatic NCB calculation

Historical data auto-population

Change detection alerts

Endorsement Request Processing

Process policy change requests (address, nominee, vehicle transfer). Extract changed fields from supporting documents. Generate endorsement forms with only modified fields highlighted.

Support all endorsement types

Change tracking and audit trail

Customer confirmation workflow

Premium adjustment calculation

Built for Indian insurance workflows

The Form Processing Agent understands Indian document formats, validates against government databases, and maps data to 100+ insurer form templates. Full IRDAI compliance out of the box.

OCR for 50+ document types

PAN/Aadhaar real-time validation

Multi-insurer form mapping

Digital signature (Aadhaar e-Sign)

IRDAI compliance built-in

Fraud detection flags

Complete audit trail

API integration ready

Documents we process

PAN Card & Aadhaar

Driving License & Passport

Bank Statements

Salary Slips & Form 16

Vehicle RC & Invoice

Previous Policy Documents

Medical Reports

Property Documents

How it works

Customer shares documents

Via WhatsApp, email, or agent upload. Any format: photo, PDF, scan.

AI extracts and validates

OCR extracts all fields. PAN/Aadhaar verified against government databases.

Form auto-populated

Data mapped to insurer form template. All fields pre-filled correctly.

Agent reviews and submits

Quick review screen. One-click submission. Application approved faster.

Ready for error-free forms?

See how the Form Processing Agent can transform your application process and cut rejections to near zero.

Book a demo