Private AI for IDP

Cut your document processing time by 80%. Go live within 30 days.

AI agents process your messiest documents. They route them through the workflows and approvals you design, with 70% fewer touches. No data leaves your network.

Processing
claim-2841.pdf

Dental Claim Form

Patient

Terry Brown

Procedure
Tooth
Date
Fee

Extracted

Patient··
Procedure··
Tooth··
Fee··
Read
Reason
Correct
Route

Built for the teams that move insurance and healthcare paper

P&C CarriersHealth InsurersTPAsMGAsSpecialty CarriersWorkers' CompBrokersHealth Plans

Your team stops being data-entry operators.

They review only what the AI flags, approve, and move on. The routine work clears itself.

98%+

Field-level accuracy

Day one

Live with oversight, no training period

100%

Runs inside your environment

Zero

Template setup before going live

Your AI IDP Workforce

Agents that run your process. Not a generic one.

Each document passes through a chain of purpose-built agents — the same sequence a trained team would run, only at machine speed.

Triage Agent

First to see every document. Reads it, classifies it, and hands it off — in seconds.

Classifier Agent

Pins the exact type: claim, EOB, prior auth, referral, or submission before anything else runs.

Splitter Agent

Breaks apart merged PDFs, reorders scrambled pages, and removes noise before extraction.

Extractor Agent

Pulls every field from any layout, scan, or handwritten form — each with a confidence score.

Validator Agent

Reasons over the extracted data, catches anomalies, and suggests the corrected value.

Researcher Agent

Cross-checks reference data to verify details and fill gaps in any claim or submission.

SME Agent

Applies your domain rules — coverage logic, coding standards, policy terms — without a lookup.

Router Agent

Sends each case down the exact approval path your team has defined.

Reviewer Agent

Surfaces only low-confidence items to your team, pre-annotated with the reason for review.

Auditor Agent

Writes an immutable compliance trail behind every AI decision, automatically.

Claim Form
Triage Agent
Classifier Agent
Splitter Agent
Extractor Agent
Validator Agent
Researcher Agent
SME Agent
Router Agent
Reviewer Agent
Auditor Agent
Private AI

Your data never leaves your walls

The same accuracy as frontier models, run entirely inside your own infrastructure. Nothing is sent out, nothing is shared.

Runs in your environment

Deploy in your VPC, private cloud, or on-premise, with air-gapped options for the most regulated carriers and health plans.

No frontier-model calls

Self-hosted models do the work. No document or correction is ever sent to a third-party API or used to train anyone else's model.

Bring your own model

Plug your own classification or extraction models into the pipeline. Every step is composable, so you keep the models you already trust.

Nobody sends you a clean PDF

Your documents weren't born digital

They were scanned, faxed, folded, and written on by hand. Most IDP tools assume every claim form, ACORD, and loss run looks the same. But the ones that land in your inbox never do.

When your team spends its day correcting extraction errors, you haven't automated anything. You have just moved the bottleneck.

Scanned & faxed degradation

Low-resolution images, compression artifacts, skewed angles, and fold lines that break traditional OCR.

Handwritten annotations

Dates, amounts, and approvals scribbled across typed forms where templates expect nothing but printed text.

Mixed-layout bundles

Invoices, delivery receipts, and cover letters stapled together in unpredictable order.

Semi-structured variation

Every vendor, client, and subsidiary uses a different layout for the same document type.

Under the hood

Read it. Reason about it. Route it.

Every document runs the same path a careful analyst would. The difference is it happens in seconds, on every page, without anyone keying a thing.

Document in

Fax, email, mail

Read

OCR + layout

Reason

Schema + validate

Correct

Suggest the fix

Route

Workflow + approvals

Your system

Guidewire, Salesforce

Read any document

Scans, handwriting, mixed layouts, and semi-structured variations. No templates to configure, no rules to maintain.

Clean up messy intake

Splits merged PDFs, reassembles out-of-order pages, and de-noises faxes and scans before extraction, so even the email channel becomes usable.

Catch its own errors

It doesn’t just score a field. When the OCR reads "Br0wn," it suggests "Brown" for one-click approval. Your reviewers confirm, they don’t retype.

Plug into your workflow

Fits your existing tools and approval steps. Your team reviews exceptions in a familiar interface; high-confidence data flows straight through.

Reclaim your team's time

Every human correction makes the AI more accurate automatically. Within 30 days, human touches typically drop by 70%.

Workflow builder

Design the workflow. We run it.

Drag the steps your process needs onto a canvas, set the approval rules, and the agents follow them. No code, no rip-and-replace.

New document

Trigger

Classify

Doc type

Extract

Fields + score

Confidence gate

Branch

Auto-approve

High confidence

Human review

Low confidence

Canvas · drag to connect

High-confidence documents post straight to Guidewire, Salesforce, or your data warehouse. Everything else routes to a person.

The template extractor engine

One engine for every form your advisors send

Insurance and healthcare paper does not come from one place. It comes from thousands of advisors, brokers, and clinics, each with their own version. That is exactly what we built for.

Documents come from your advisors

Thousands of brokers and advisors each submit their own version of the same form. We expect that, and read all of them.

A template library per customer

We build and maintain a set of templates for each carrier and health plan you serve, so their specific forms are understood on day one.

One extractor across every variation

Our template extractor engine generalizes across layouts, so a form it has never seen still maps to the right fields with high accuracy.

Insurance Claims

FNOLs, medical bills, and adjuster reports, even when they are handwritten, multi-page, and out of order. Extract policy numbers, damages, and line-item costs with relational accuracy.

98.4%field accuracy

Underwriting Submissions

ACORD forms, loss runs, and supplementals from every broker. Classify the submission, normalize loss history, and populate your underwriting system automatically.

98.6%field accuracy

Healthcare Forms

Patient demographics, eligibility, and clinical codes from scanned intake forms, faxes, and mixed bundles, all while keeping PHI inside your environment.

98.7%field accuracy
How it works

From pilot to production in 30 days

A four-week path from your messiest documents to a system your team trusts. No long discovery phase, no six-month build.

1

Map your process

Share your existing SOP or workflow diagram. We translate it into AI-native extraction and routing logic in under a week. No rip-and-replace.

2

Go live with oversight

The system integrates into your stack and starts extracting immediately. Your team reviews only the exceptions through a simple interface.

3

Watch accuracy climb

Every correction feeds back into the model. The system learns your document patterns, advisor quirks, and edge cases, without a data science team.

Processing pipeline

Document Ingest
AI Classifies
Extracts
Confidence Gate
Human Review
Output
Feedback Loop
Governance

Human-in-the-Loop

AI handles volume. Your team handles judgment. You choose the balance.

Exception-Only Routing

AI extracts autonomously. Humans review only low-confidence fields.

Best For

High-volume, mature workflows

Validation Checkpoint

AI processes batches. Human approves before downstream commit.

Best For

Compliance-sensitive processes

Co-Pilot Editing

AI suggests, human refines in real-time within familiar UI.

Best For

New document types, early deployment

Every correction teaches the AI to need fewer next time. Your reviewers shrink the queue instead of feeding it.

Active Learning

The Improvement Flywheel

Every correction makes the next extraction better.

Human Correction
AI Learns
Better Extraction
Every correctionimproves the next extraction

Inline adaptation

Corrections update the AI's reasoning in real time.

Learning from edge cases

Rare variations get amplified into training scenarios, so the model sees them before they appear in production.

Continuous improvement

The system gets more accurate and more autonomous with every document processed.

No retraining cycles. No waiting for the next quarterly model release. The flywheel spins continuously.

Fast Deployment

Synthetic Data

When you need to process a form you haven't seen before, or handle edge cases too rare to collect, synthetic data bridges the gap.

Privacy-safe twins

We generate layout-faithful synthetic documents that preserve structure and variation patterns without exposing PII or PHI.

Cold-start bootstrap

Launch on new document types in days, not months, by training the model on thousands of synthetic variations before the first real document arrives.

Adversarial hardening

Deliberately generate noisy, degraded, and messy synthetic inputs to stress-test extraction accuracy before production.

Proof & Benchmarks

Accuracy you can take to your CXO

DomainField-LevelDocument-Level
Insurance Claims (FNOL, medical bills)98.4%98.0%
Underwriting Submissions (ACORD, loss runs)98.6%98.1%
Policy Servicing (COIs, endorsements)98.2%98.0%
Healthcare Forms (intake, eligibility)98.7%98.3%

Based on accuracy measured in live production environments across customer deployments, not clean, synthetic benchmarks.

FAQ

Questions, answered

Traditional IDP tools need a hand-crafted template for every form layout — one vendor, one version, one template. Ours reads documents the way a trained analyst would: it understands layout, context, and meaning without being told where each field lives. New document types go live in days, not quarters.

See it work on your messiest documents

Upload a sample or test with our pre-loaded document sets. No commitment. No engineering required.