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Policy Application / Enrollment
Enroll new policyholders in one pass — capture coverage selection, health and risk history, beneficiary details, and supporting documents.
Where every field comes from
Each file only fills the fields grouped with it. AI reads the bank statement for balances and the photo ID for a date of birth — never one document's answers off another's.
Supporting Documents
3 fields filled
Document Type
Issuer
Document Date
Every field this template collects. Without extraction your client copies all 9 values off their own documents by hand — and still sends you the 1 file.
- Client sends
- 1
- 1 file to upload
- Client types
- 6
- the rest is read for them
- AI fills
- 3
- extracted from the files
- On the form
- 9
- fields in total
Start with Policy Application / Enrollment
Import the template and send your first request in minutes.