Document Ingestion AI Agent for Underwiting and claims

Turn unstructured insurance documents into clean, usable data your teams can act on.

The rules, the stakes, the accountability — generic AI was built to avoid that complexity. Notch was built to handle it.

The rules, the stakes, the accountability — generic AI was built to avoid that complexity. Notch was built to handle it.

The problem

Insurance teams are buried in documents

Deploy where it matters most.

Add workflows without adding complexity.

Deploy where it matters most.

Add workflows without adding complexity.

Insurance workflows still depend on documents that arrive in different formats, channels, and levels of completeness. A single submission can include an application, SOV, loss runs, supplemental forms, schedules, photos, certificates, and emails with important context.

Before work can even begin, someone needs to open every attachment, understand what each file contains, extract the relevant details, check for missing information, and decide where it should go.

That manual intake layer slows down underwriting, creates operational bottlenecks, and makes it harder to track why a file was delayed, rejected, or escalated.

The solution

Prepares every document for action

Deploy where it matters most.

Add workflows without adding complexity.

Deploy where it matters most.

Add workflows without adding complexity.

The Notch Document Ingestion AI Agent acts as the first layer of intelligence across your document-heavy workflows.

It receives incoming files, identifies document types, extracts the fields your business cares about, validates the information against your rules, and triggers the next step. When something is unclear, missing, or outside policy, the agent routes it to the right person with context.

Instead of asking teams to manually prepare work, Notch prepares the work for them.

NOTCH'S AI AGENTS

Meet your new AI agents workforce

Notch’s AI Agents are pre-trained for banking and work around the clock with a 99% accuracy rate:

Underwriting
Turn submission materials into structured, underwriting-ready data.
  • Submission Intake & processing
  • Schedules and SOVs
  • Loss Runs
  • Supplemental Applications
  • ACORD Forms
Claims
Process claim files, supporting evidence, and customer docs.
  • FNOL Document Intake
  • Claims Documents
  • Photos and Supporting Evidence
  • Estimates and Invoices
  • PoliceMedical
Servicing
Manage policy changes, renewals, certificates, and customer requests.
  • Endorsement Requests
  • Renewal Packets
  • Certificates of Insurance
  • Policy Change Forms
  • Coverage Verification Documents
BackOffice
Organize, validate, and move docs between systems and teams.
  • Shared Inbox Attachment Triage
  • Compliance Document Ingestion
  • Bordereaux and Spreadsheet
  • Data Entry From PDFs and Forms
  • Exception Review Files
Key capabilities

From inbox to underwriting-ready file

Document classification

Identify what each file is, even when documents arrive with unclear names, mixed attachments, or multiple forms in one packet.

Data extraction

Pull the fields your team needs, such as insured name, address, effective date, limits, class codes, exposure data, etc.

Exception routing

Route files to the right underwriter, operations queue, service team, or escalation path based on document type and confidence.

Human-in-the-loop review

Send uncertain cases to a person with a clear summary of what the agent found, what is missing, and what action is recommended.

Completeness checks

Detect missing forms, unanswered questions, inconsistent values, expired documents, or data that does not match your underwriting requirements.

Auditability

Maintain a defensible record of what was received, what was extracted, what was flagged, and what action was taken.

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Example workflow

From inbox to underwriting-ready file

A submission lands in a shared inbox. Seven structured steps later it’s a decision-ready file on an underwriter’s desk.

01

Submission arrives

A broker sends a submission with several attachments to the shared inbox.

02

Documents classified

The agent identifies each document and classifies the submission by line of business.

03

Key fields extracted

Required fields are pulled from PDFs, spreadsheets, and structured forms.

04

Completeness check

The agent checks whether required information is present or missing for the workflow.

05

Routed to underwriting

Complete submissions are routed to the right underwriting workflow without delay.

06

Exceptions handled

Incomplete submissions trigger a follow-up request or land in an exception queue.

07

Underwriter receives a structured file

The team gets a clean, decision-ready summary — not a pile of attachments to sort through.

Replace the operational grind with autonomous precision

Book a Demo
In Production
20 Million interactions handled
across regulated industries.
Business value

Faster intake. Cleaner data. Fewer manual touches.

Reduce the operational load around document-heavy workflows while improving consistency and traceability — grouped by what the team actually feels.

Speed

Move faster from inbox to action

  • Speed up submission intake
  • Reduce manual document review
  • Reduce back-and-forth with brokers and customers
Quality

Cleaner, more complete files

  • Improve underwriting readiness
  • Catch missing information earlier
  • Standardize document handling across teams
Governance

A defensible record for every file

  • Create a clearer audit trail for every file
  • Traceable handling across every step
  • Defensible posture under examination
Why Notch

More than OCR. A real AI agent for insurance operations.

Traditional OCR tools extract text. Notch builds AI agents that understand the workflow around the document.

Traditional OCR

Reads files.

Doc
Text
Human picks up
  • Extracts characters and fields
  • No business context
  • No notion of completeness
  • No escalation logic
Notch AI Agent

Runs the workflow.

Understand
Apply rules
Route & log
  • Understands what the document is
  • Knows what your team needs from it
  • Applies business rules in real time
  • Knows when a human should be involved
  • Delivers an underwriting-ready file
Notch is built for insurance workflows where accuracy, traceability, escalation, and operational control matter.
Continuous improvement

Continuously improve document automation with ADAM*

Notch’s operating layer, ADAM, helps identify where document workflows break down. It analyzes exceptions, detects recurring intake issues, and surfaces opportunities to build or improve agents.

*ADAM - AI Dialogue and Automation Mindframe

ADAM

As more document patterns are handled automatically, exception volume shrinks — and the automated footprint expands.

Exceptions
Shrink over time
Automated footprint
Expands continuously
REAL RESULTS

Notch in Numbers

+32%
Increase in Conversion Rate

Always on agents drive more sales and automates tasks end-to-end.

28%
Reduced Processing Time

Back-office automation and internal co-workers keep your team focused on the important work.

-80%
Scanning department cost reduction

Whether seasonal surges or expanded coverage, you can scale output without scaling headcount.

Let’s grow together. Explore open roles and join a team that's building the future of AI-powered operations.

careers
AUTONOMOUS ORGANIZATION

Autonomous AI for operations leaders ready to turn complexity into advantage.

Deployed in weeks. Autonomous in months. Compounding for years.

Deliver better outcomes across every metric that matters
Get more done across every channel, system, and workflow.
Decouple revenue growth from operational cost.
Every action governed, traceable, and audit-ready.