AI policy document search for insurance agencies
Policy documents, endorsements, carrier guidelines, and claims correspondence buried in PDFs. A private AI knowledge base lets your CSRs and producers find coverage language in seconds instead of putting a client on hold.
The pain: coverage language buried in PDFs
A client calls asking whether a specific loss is covered, and the answer is somewhere in a 60-page policy plus an endorsement that amends it. Finding that language today means putting the caller on hold, searching a carrier portal, or asking a more senior producer. A private AI knowledge base built from your policy documents and carrier guidelines gives your team a cited answer while the client is still on the line.
Questions it answers
“Does this policy cover water damage from a burst pipe?”
Yes, sudden and accidental water damage from a burst pipe is covered under the base policy, subject to the $1,000 deductible listed in the declarations.
Homeowners Policy Form, Section I, p. 9“What does the endorsement change about the liability limit?”
Endorsement CG 04 35 raises the general liability limit from $1,000,000 to $2,000,000 per occurrence, effective the policy renewal date.
Endorsement CG 04 35, p. 2Other industries
Construction & Engineering
Built for general contractors and subcontractors, and for the civil, structural, MEP, geotechnical, and environmental engineering firms that design alongside them. One private AI knowledge base, built from your own documents, gives your whole team a straight answer with a citation instead of another folder to dig through.
Energy & Industrial
Equipment manuals, safety procedures, OSHA and regulatory documents, and inspection reports scattered across shared drives and binders in the truck. A private AI knowledge base puts a straight answer in front of a field tech in seconds.
Every deployment is built on CRTX, the document intelligence platform behind this offer. See the security details or read the CRTX case study.
See the platform behind every deployment
CRTX is live today and powers the Vessel Applications document intelligence workflow.