Packets, not perfect PDFs
Real submissions are mixed scans, portal downloads, and forwarded email. The system stores the original, extracts the fields you use to match a policy or prospect, and holds anything below a confidence line.
Insurance document automation for agencies
Agencies live in attachments: applications, loss runs, endorsements, and carrier emails. Staff retype the same insured name into the management system. Tervexa reads the packet, files the fields, and routes the documents that do not match.
Talk through this buildRouting that matches the desk
New business, endorsements, and claims support do not go to the same person. We encode those rules with the agency instead of dropping every file in one folder.
Connect the agency system when it has a door
If the management system has an API or an import, extracted records can land there. If it does not, staff still get a clean queue and a filled summary instead of a raw inbox.
FAQs
- Does this replace our agency management system?
- No. It reduces the typing and sorting in front of that system.
- How do you handle private policy data?
- Access is limited to the roles you name, files are encrypted in transit, and the host is documented. We do not train public models on your documents.
Next step
Need insurance documents?
Tell us what the staff do by hand today. We will map a first release with a scope and a price before any build.