Automate Client-Facing Insurance Reports
Present insurance data by using AI to parse carrier documents and generate clear, client-facing summaries. This turns complex policy details and renewal forms into simple, side-by-side coverage comparisons.
Syntora offers custom engineering engagements to present insurance data in client-facing materials. This involves building systems that parse carrier documents using AI and integrate with agency management systems to generate structured reports.
Syntora designs and builds custom systems to automate the extraction of policy details, normalize coverage limits, and format client-facing reports. The specific architecture and complexity of such a system depend on factors like the number of insurance carriers, the variety of document types, and the accessibility and quality of your existing agency management system data.
What Problem Does This Solve?
The default method is downloading PDFs from carrier portals and manually typing data into a spreadsheet. A producer comparing 3 policies from Progressive, Travelers, and Chubb must navigate three different UIs and manually map dozens of fields. This is slow, expensive, and a single typo on a liability limit creates a major errors and omissions exposure.
Some agencies try screen-scraping tools, but these are brittle. Carrier portals change their HTML structure without notice, which breaks the scraper. A simple CSS class name change on a login button can halt the entire workflow, and you will not know until a producer complains about stale data. These tools also fail on portals that require two-factor authentication.
The core issue is that insurance documents are semi-structured and full of industry-specific jargon. A standard OCR tool cannot reliably distinguish a policy number from an endorsement code or normalize different carrier terms for the same coverage. This requires a system built specifically for the nuances of insurance policy language.
How Would Syntora Approach This?
Syntora's engagement would begin with a discovery phase to understand your specific operational workflows, target carriers, and agency management system (AMS) setup. We would audit your existing document types from various carriers and define the exact data points required for client-facing summaries. This initial analysis informs the system's architecture and the scope of custom connectors required for your specific environment.
The system would be engineered to connect to each designated carrier portal. Playwright is a suitable technology for browser automation, handling secure logins and downloading policy documents, with credentials stored securely using AWS Secrets Manager. Concurrently, the system would connect to your AMS (e.g., Applied Epic, Vertafore, or HawkSoft) via its API to retrieve client data. All collected data would be unified and stored in a Supabase Postgres database.
Policy PDFs would be processed using the Claude API for document intelligence. Syntora would define a precise schema for extracting key data points like liability limits, deductibles, and endorsements. Claude would then be prompted to extract this structured data, effectively normalizing variations in carrier terminology. We have experience building similar document processing pipelines using Claude API for financial documents, applying the same pattern to handle complex industry documents. Each extraction would be logged with a confidence score for quality control.
The normalized data would feed into a custom FastAPI application. When a producer requests a comparison, the API would query the Supabase database for relevant policies, generating a side-by-side view that highlights coverage gaps. This output would then be rendered into a branded PDF report using a library such as WeasyPrint, incorporating your agency's specific branding guidelines.
A typical deployment for such an application would utilize AWS Lambda for scalable execution, with structured logging (e.g., structlog) implemented for operational visibility. If the Claude API returns a confidence score below a defined threshold on a critical field, or a portal connector fails, a notification could be sent to a designated channel for human review.
To initiate this engagement, Syntora would require access to carrier portal credentials, AMS API documentation, example policy PDFs, and branding assets. A typical project for a system integrating with several carriers and document types often takes 10-16 weeks. Deliverables include the deployed system, source code, detailed technical documentation, and options for ongoing support. This is a custom engineering engagement focused on building a solution tailored to your agency's data challenges.
What Are the Key Benefits?
Generate Reports in 90 Seconds
Eliminate 45 minutes of manual data entry per policy comparison. Producers spend their time advising clients, not fighting with PDF documents and spreadsheets.
Reduce E&O Exposure From Typos
Automated data extraction from source documents prevents manual entry errors. Every AI decision is logged with a confidence score for a clear audit trail.
You Own the Source Code
We deliver the full Python source code in your private GitHub repository. You are not locked into a SaaS platform that charges per user or per report.
Proactive Failure Alerts in Slack
The system monitors every run and sends an immediate Slack alert if a carrier portal changes or an extraction fails, so we can fix it before producers notice.
Integrates Natively with Your AMS
We connect directly to Applied Epic, Vertafore, and HawkSoft. Generated reports are automatically saved to the correct client file without manual uploads.
What Does the Process Look Like?
Portal & AMS Access (Week 1)
You provide read-only credentials for your top 5-10 carrier portals and your Agency Management System. We receive your report templates and branding guidelines.
Connector & AI Build (Weeks 2-3)
We build the browser automation scripts and Claude API prompts for data extraction. You receive a sample JSON output showing the normalized data from a test policy.
Integration & Testing (Week 4)
We deploy the system on AWS Lambda and connect it to your AMS. A pilot group of 2-3 producers tests the report generation for 10-15 real clients.
Launch & Monitor (Weeks 5-8)
We roll out the system to the full team. For 4 weeks post-launch, we provide hands-on support, monitor all runs, and deliver a runbook for long-term maintenance.
Frequently Asked Questions
- How much does a system like this cost?
- Pricing is a one-time build fee based on the number of carrier portals and the complexity of your report templates. After launch, you only pay for cloud hosting, usually under $50 per month on AWS. We scope the project and provide a fixed price after our initial discovery call at cal.com/syntora/discover.
- What happens when a carrier changes their website and a scraper breaks?
- This is expected. A broken scraper triggers an immediate Slack alert. During the 4-week monitoring period, we fix it within 24 hours. After that, we offer a monthly maintenance plan to cover ongoing changes, or we can train your team to update the Playwright scripts using the runbook we provide.
- How is this different from using a data entry BPO service?
- BPO services use human operators, leading to inconsistency, high variable costs, and 24-48 hour turnaround times. Our AI system provides consistent, structured output in under 2 minutes for a low operational cost. It also integrates directly with your AMS, which a BPO service cannot do.
- Can this handle handwritten notes on ACORD forms?
- Yes, to an extent. The Claude API has strong OCR and can often interpret handwritten text, though accuracy is lower than with typed text. We would flag any fields extracted from handwritten sections for mandatory human review before finalizing a client report to ensure 100% accuracy on critical data.
- What security measures are in place for handling client PII?
- We never store client PII long-term. Data is processed in-memory on AWS Lambda and deleted after the report is sent to your AMS. All credentials for carrier portals and your AMS are stored encrypted in AWS Secrets Manager. The system is designed to minimize data exposure.
- Our agency uses a niche carrier not on your list. Can you support it?
- Yes. The connector architecture is modular. Adding a new carrier involves writing a new Playwright script for that specific portal. During scoping, we identify all carriers you work with. Adding a new, non-standard carrier typically adds 2-3 days to the initial build timeline.
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