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Documents
Claim forms · Policy schedules · Certificates of insurance · Repair estimates · Loss runs
Typical fields
claim_number · policy_number · loss_date · claimed_amount
Output
JSON · Excel · CSV
Plans
$0 · $9.90 · $100 · Custom

Claims and policies in.
Coverage and loss fields out.

A claim often arrives as a packet: a form, a policy schedule, an estimate, invoices, each from a different sender. The fields you define are read from every document and returned to your claims or policy system.

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SampleRESULT · claim-form.pdfJSON
{  "extracted_data": [    {      "claim_number": "CLM-30418",      "policy_number": "POL-771205",      "claimant": "Harbor Coffee Co.",      "loss_date": "2026-02-17",      "loss_location": "Unit 4, 120 Example Road",      "loss_description": "Burst pipe in the storage room.",      "claimed_items": [        { "item": "Stock", "amount": 12200.00 },        { "item": "Flooring", "amount": 4850.00 },        { "item": "Clean-up", "amount": 1400.00 }      ],      "claimed_amount": 18450.00    }  ]}

Fictional claim form; values are illustrative. Only the extracted_data of a result is shown.

What changes from first notice to settlement.

01
Process
How the work changes

Done by hand

  • A handler opens the claim form and its attachments, then types the policy number, the loss date and the amount into the claims system.
  • Coverage is checked by finding the policy schedule and reading its limits, deductible and period against the date of the loss.
  • Certificates of insurance from vendors and brokers are opened one by one to read the coverage, the limits and the expiry date.

With Parser

  • Claim documents arrive by upload, e-mail or API. Each kind has its own template (claim form, schedule, certificate, estimate) and its fields are read from every file.
  • The limits, the deductible and the coverage period come back as fields, so your system can compare the loss date with that period.
  • A rule can hold an estimate's total to the sum of its line items, or check a claimed amount against a limit you set. Fields go to your claims system by webhook or API, or as JSON, Excel or CSV.
02
Documents
Typical documents and fields

The documents, and the fields each one carries.

Claim and policy paperwork comes in a few standard forms. Each is listed with what it typically carries; your template decides which fields you get back.

  • 2.1

    Claim forms

    Fields claim_number policy_number claimant loss_date claimed_amount

  • 2.2

    Policy schedules

    Fields policy_number policyholder coverage_period coverage_limit deductible

  • 2.3

    Certificates of insurance

    Fields certificate_holder insurer coverage_type policy_number expiry_date

  • 2.4

    Repair estimates

    Fields claim_number repairer line_items labor_total estimate_total

  • 2.5

    Loss runs

    Fields policy_period claim_number loss_date paid_amount total_incurred

Field names are set in the template and come back as the keys of the result. Define your own fields in the API guide.

03
Solutions
Where to look next

Related solutions.

  • 3.1

    Contract extraction

    Parties, dates, amounts and the clauses you name, read at intake.

    Fields parties effective_date term contract_value

    Contract extraction, see use case
  • 3.2

    Invoice processing

    Vendor, tax ID, line items, taxes and due date from invoices and bills.

    Fields vendor tax_id line_items total

    Invoice processing, see use case
  • 3.3

    Logistics & freight

    Bills of lading, freight invoices, rate confirmations and delivery receipts, read into shipment fields.

    Fields bol_number shipper consignee gross_weight_lb

    Logistics & freight, see industry

Your documents are different? Book a demo.

Bring a real claim form.

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