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Insurance automation

Streamline insurance workflows with intelligent 
automation

Lift productivity and customer satisfaction with smarter, leaner processes across onboarding, compliance, quoting, underwriting, and claims.

Turn your documents into insights that move your business forward

Insurance runs on documents, yet few insurers have fully automated how they handle them. The result is slower quoting, underwriting, and claims—dragging productivity and the customer experience. 
 
Regoxa changes that. Our purpose-built AI automates and accelerates document processing for greater operational efficiency and unlocks the information trapped inside your documents for seamless data flow and faster, smarter decisions.

Accelerate insurance automation with the power of AI

01

Capture documents from every channel

Process every document your customers submit through apps, portals, email, or messaging. Any document, any format, any language. 

02

Speed up data processing

Begin on day one with pre-trained processing models so data reaches the right process quickly and accurately.

03

Fuel your systems with process-ready data

Connect your core systems and downstream applications to the structured data they need, using Regoxa's integration tools.

04

Monitor process performance in real time 

Watch and measure your automated workflows as they run, so you consistently hit target response times for customer service.

05

Meet regulatory requirements

Automatically find and pull commitments, obligations, and other terms from contracts and leases. 

06

Optimize your workflows with precision

Keep refining your workflows by putting tools like process intelligence to full use. 

Automation in Insurance—Use Cases

What you get

Your business data opens doors, to new opportunities, better decisions, and steady growth. Yet a lot of it sits unused because it is locked inside documents that arrive in every format from every direction. Poor extraction and slow, error-prone manual handling make that data hard to gather and use, which drags operations down and delays the calls you need to make.

 

Regoxa Document AI clears that out. It pulls the data that drives your processes from any document, whatever the format or structure. Invoices, contracts, other business-critical files, all of it becomes structured and ready to use. With intelligent document processing, your information starts fueling growth instead of gathering dust.

01

Document capture

Automatically capture and process documents across any insurance workflow, including onboarding, underwriting, policy analysis, reinsurance, claims, and subrogation.

02

Document conversion

Convert paper and digital documents into editable formats, refining the data for clean integration with your existing processes.

03

Searchable digital archive

Turn high volumes of paper and image-based documents into easily searchable archives and repositories. 

04

High-volume document processing

Process forms, invoices, and other documents at speed, turning their contents into searchable files for business applications or archives.

05

Smarter automation

Make your robotic process automation (RPA) and business process management (BPM) applications smarter by teaching them to read and understand documents, automating more tasks, accelerating processes, and cutting errors.

06

Process intelligence 

See exactly how documents and data move through your workflows, and pinpoint where automation will have the biggest impact.

Process documents quickly and accurately with intelligent document processing

With Regoxa Mercury — a purpose-built AI platform with out-of-the-box processing models for every scenario — it's easy to start putting your information to work through intelligent document processing (IDP).

01

Core AI skills to process any document 

Mercury comes pre-loaded with foundational AI capabilities to process content regardless of structure or format — from machine-printed text to handwritten signatures, barcodes, and checkboxes.

02

Pre-built, quick-start models

Whatever the insurance document, whether invoices, certificates, applications, or claim forms, Regoxa's pre-trained models let you understand and extract the information fast.

03

No- or low-code customization

An easy-to-use low-code designer lets anyone build, train, and publish document processing models, with little or no programming required.

04

Improve accuracy with continuous learning

Regoxa combines AI with human expertise through human-in-the-loop review: your team checks and refines the AI's work, so your models learn and get smarter over time

What insurance documents can Regoxa process?

Regoxa handles the documents that drive insurance workflows, including applications, policies, certificates of insurance, claim forms, loss runs, invoices, endorsements, and supporting correspondence, across structured, semi-structured, and unstructured layouts, in both digital and scanned formats. 

How does Regoxa speed up underwriting and quoting? 

Regoxa automatically captures and extracts the data underwriters need from submissions and supporting documents, so it lands in your systems ready to use. Quotes and underwriting decisions move faster, with fewer manual touches and a lower error rate. 

Can Regoxa process unstructured insurance documents? 

Yes. Alongside structured forms, Regoxa uses natural language processing (NLP) to read semi-structured and fully unstructured documents such as letters, emails, contracts, and reports, extracting the relevant information regardless of layout or format.

How quickly can Regoxa be deployed for insurance workflows?  

Pre-trained models for common insurance documents are ready to use with little to no configuration, so processing can begin and value can be realized early in deployment. Schedule a demo to see it run on your own documents.

How does Regoxa support regulatory compliance and data security insurance?

Regoxa processes every document with encryption, access controls, and a complete audit trail, and is built to support the regulatory standards that apply to insurers, keeping sensitive policyholders and claims data secure from ingestion through to output. 

Frequently asked questions

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