Supported Document & process Types

 processing a diverse array of insurance documents Explore some of the types of documents we handle:

Claim Forms

Standardised documents for initiating and detailing insurance claims, such as ACORD forms or proprietary insurer forms.

Claims Sharing Agreements

Agreements between multiple insurers or parties regarding the sharing of liability for a claim.

Claim Submission Forms

Forms used by policyholders or third parties to formally submit a claim for review and processing.

Client Communication Records

Records of correspondence with clients, including emails, letters, and call logs pertinent to policies or claims.

Client Intake Forms

Documents used to gather initial information from new clients for policy underwriting or service provision.

Commercial Policy Documents

Contracts detailing coverage, terms, and conditions for business-related insurance policies.

Coverage Summaries:

Concise overviews of the benefits, limits, and exclusions provided by an insurance policy.

Damage Assessment Reports:

Detailed reports from adjusters or surveyors outlining the extent and cost of property damage.

Endorsements:

Amendments or additions to an existing insurance policy that modify its terms or coverage.

Enrolment Forms

Applications used by individuals or employees to sign up for insurance plans or benefits.

Explanation of Benefits (EOB)

Statements sent by health insurers to policyholders explaining how a medical claim was processed and paid.

Financial Statements

Documents like balance sheets or income statements used for underwriting or assessing financial stability.

Fraud Detection Alerts

System-generated or manually created alerts indicating potentially fraudulent insurance activities or claims.

Inspection Reports

Reports detailing the condition of a property or asset, often used for underwriting or claims assessment.

Insurance Quotes

Estimates of premium costs for specific insurance coverage provided to prospective policyholders.

Beneficiary Designations

Formally names the recipient of assets from a policy or financial product upon the owner's death.

Certificate of Insurance (COI)

Provides proof and a summary of existing insurance coverage, but is not the policy itself.

Claims Documentation

All evidence submitted or gathered for an insurance claim, crucial for its investigation and processing.

Medical Records and Reports

Confidential documents detailing an individual’s medical history, often used for insurance underwriting or claims.

Policy Applications

Forms collecting an applicant's information for an insurer to assess risk and decide on policy issuance and premiums.

Policy Renewal Notices

Communication from an insurer outlining terms for renewing an expiring policy, including any changes to premium or coverage.

Regulatory Compliance Reports

Formal documents demonstrating an organisation's adherence to applicable laws, regulations, and industry standards.

Regulatory Filings

Official documents submitted by companies to government authorities to ensure transparency and legal compliance.

Reinsurance Contracts

Agreement where one insurance company transfers part of its risk portfolio to another insurer.

Renewal Notices

Communications informing a client that a service or agreement is expiring and providing options for its continuation.

Risk Assessment Reports

Documents identifying, analysing, and evaluating potential risks to an organisation or project and may suggest mitigation strategies.

Underwriting Reports

Reports containing an underwriter's risk analysis for an insurance applicant, supporting the decision on coverage terms and cost.

Medical Necessity Letters

Physician-authored letters justifying the medical need for a particular treatment, service, or prescription.