For brokerages, MGAs, and operations teams

Structured policy workflows

Pick the job-to-be-done you are hiring software for—extraction, renewal comparison, or intake. Each page maps to how teams search for insurance document AI and export tools.

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Solution

Policy to Excel

Turn any insurance policy PDF into structured, Excel-ready rows: limits, deductibles, exclusions, endorsements, and dates. Built for brokerages and operations teams using BeCovered.ai.

Solution

Declaration pages

Extract named insureds, policy numbers, premiums, and coverage lines from declaration pages and full policy PDFs. Carrier-agnostic extraction for broker and MGA operations.

Solution

Endorsements & exclusions

Surface endorsements, exclusions, and coverage conditions from long policy PDFs. Make technical language reviewable for brokers, CSRs, and account managers on BeCovered.ai.

Solution

Renewal comparison

Compare expiring and renewing policies with structured fields so limit, deductible, and exclusion shifts stand out. Built for broker and MGA renewal workflows on BeCovered.ai.

Solution

Broker operations

Speed policy intake for service and placement teams: extract structured insurance data from PDFs, reduce rekeying, and export for spreadsheets or handoff packages.

Solution

Insurance document AI

Use AI tuned for insurance language to parse policies, schedules, and endorsements into structured fields for professional review—not generic OCR alone.

Solution

Coverage matrix

Export coverage items, limits, deductibles, and gap-style signals into a matrix-friendly structure for renewals, audits, and client summaries.

Solution

MGA intake

Accelerate underwriting support and binder checks by extracting structured policy data from broker submissions. Built for MGAs and programs teams managing PDF volume.

Solution

Commercial lines

Extract structured commercial lines data from package policies: general liability, property schedules, and common endorsements. Built for brokers handling commercial accounts.

Solution

Structured export

Export insurance policy data into consistent columns for Excel and downstream tools. Reduce carrier-specific formatting chaos for broker and agency operations.