Insurance Policy Parser Setup Guide

Automate insurance document extraction for policies and claims. Extract policy numbers, coverage limits, and premium amounts.

Before You Start

Before setting up your parser, ensure you have:

A PerfectParser account (sign up at perfectparser.com).
A healthy credit balance (each policy page processed consumes 1 credit).
A sample insurance policy declaration (PDF, PNG, or JPEG) to use during the parser setup.

Recommended Fields

We suggest configuring the following schema fields for your Insurance Policy Parser to capture all essential policy declarations.

Field Name	Type	Description
`policy_number`	Text	The unique policy number or identifier.
`insurer`	Text	The insurance company name (e.g. Geico, Aetna, Allianz).
`insured_party`	Text	The full name of the policyholder or insured business.
`policy_period`	Text	The coverage dates range (e.g. June 1, 2026 to May 31, 2027).
`coverage_limit`	Number	The overall maximum coverage limit of the policy.
`deductible`	Number	The deductible or out-of-pocket amount.
`premium`	Number	The total premium amount or cost of the policy.
`coverages`	Table	Table containing `coverage_type`, `limit_amount`, and `deductible` details for each category.

AI Prompt (Optional)

To help the AI parser extract field values with maximum accuracy, copy and paste the following prompt instructions into the AI Prompt (Optional) field during setup:

Extract the policy number, insurer name, insured party/business name, policy period coverage dates, total coverage limit, deductible amount, and premium cost. Also extract the coverages table containing coverage type, specific limit amount, and individual deductible.

Next Steps: Build Your Parser

Ready to build this? Follow our Create a Parser guide for step-by-step dashboard instructions to set up your schema, and then learn how to process files in Bulk Extraction.

Developer Integration

If you want to automate insurance policy parsing programmatically inside your applications:

See the Create Parser API Guide to manage your parsers programmatically.
See the Start Extraction API Guide to submit policy files and retrieve extracted JSON payloads.
See the Webhooks Reference to configure automatic webhooks that deliver extraction results to your server as soon as they are completed.