Insurance Policy Data Extraction Software
PerfectParser is an AI insurance policy schedule parser that captures policy number, coverage rows, additional insureds, and producer details from policies, declarations pages, and certificates of insurance in seconds. Accurate data extraction and data capture from any carrier or policy type. Zero template setup.
Trusted by insurance carriers, brokers, and claims teams to process thousands of policy documents monthly — 99.5% extraction accuracy, up to 90% less manual entry.
See It In Action
Upload any insurance policy and watch PerfectParser extract the key fields in seconds.
Policy Number
INS-4421-B
Policy Type
Commercial Property
Named Insured
M. Williams
Producer
Northline Agency
How Insurance Policy Data Extraction Works
PerfectParser extracts coverage rows, additional insureds, and producer details from insurance policies, declarations pages, certificates of insurance, and ACORD forms in seconds using AI — no templates required.
Upload Policies
Upload PDFs, scans, or photos of policies, declarations pages, certificates of insurance, loss runs, or ACORD forms from any carrier.
AI Reads Clauses
Our policy schedule parser captures policy type, coverage rows with limits and deductibles, additional insureds, and producer details.
Export to CSV
Download a structured summary ready for your claims platform or agency management system.
Why PerfectParser?
Purpose-built for teams that process high volumes of insurance policys every day.
Template-Free Extraction
No carrier-specific templates to configure. Our AI handles property, casualty, liability, health, and life policy documents from any insurer automatically.
Clause & Coverage Identification
Beyond simple field extraction, PerfectParser returns each coverage as a row with limit and deductible, plus exclusion clauses, endorsements, and riders within dense policy text.
Claims & Underwriting Integration
Send extracted policy data directly to Zapier, your policy management system, claims platform, or underwriting software via CSV, Excel, JSON, or webhooks.
Who Uses Insurance Policy Extraction?
PerfectParser is trusted by teams across industries where insurance policy processing is a daily bottleneck.
Claims Adjusters & Claims Teams
Instantly access structured policy coverage, limits, and deductible data to accelerate claims assessment.
Insurance Brokers
Compare and catalogue policies from multiple carriers by extracting consistent structured metadata automatically.
Underwriters & Risk Analysts
Process policy documents and endorsements at scale without manual reading to support faster risk decisions.
Standardized Policy Coverage & Limits
Transform 50-page insurance documents into a clean summary of limits, deductibles, and coverages—ready for your claims or underwriting system.
| Output Type | Extracted Fields | Used For |
|---|---|---|
| Policy Details | Policy Number, Policy Type, Carrier, Named Insured, Insured Address, Agent / Producer | Brokerage CRM indexing and policy renewals |
| Coverages & Assets | Coverage rows (type, limit, deductible), Vehicle / Property Details, Annual Premium | Claims triage and exposure analysis |
| Parties & Clauses | Additional Insureds, Certificate Holder / Mortgagee, Endorsements, Exclusions | COI verification, policy comparison, and compliance audits |
Unblock Your Brokerage or Claims Team
Stop paying adjusters to do manual data entry. PerfectParser gives you the extracted policy details instantly, without requiring massive IT integration budgets.
No IT Setup Required
You do not need a massive enterprise implementation. Upload PDFs, scans, or photos and download CSVs instantly.
Universal Carrier Support
Extracts data from any carrier's format (Chubb, Travelers, local agencies) without building templates — including declarations pages and certificates of insurance.
Accelerate Quoting
Quickly pull coverage rows, additional insureds, and producer details from prior policies, dec pages, or loss runs to generate competitive quotes faster.
Pay-As-You-Go Pricing
Page credits start at $19, valid for 12 months. New accounts get 20 free page credits — no credit card required.
Automate Insurance Policy Extraction
Run bulk extraction and export clean coverage data for claims and underwriting workflows.
Frequently Asked Questions
Everything you need to know about insurance policy data extraction.
What is an automated insurance policy parser?
An automated insurance policy parser uses AI and OCR to read policies, declarations pages, and certificates of insurance, extracting policy number, policy type, named insured, coverages as rows, deductibles, premiums, and producer details into structured data without manual review.
Can PerfectParser handle policies from different insurance carriers?
Yes. PerfectParser is template-free and adapts to the policy document format used by any insurance provider—property, casualty, liability, health, or life. The AI understands the document structure and extracts the relevant fields automatically.
How do I export the extracted insurance policy data?
Extracted policy data can be downloaded as CSV, Excel, or JSON for import into your policy management system, claims platform, or underwriting software.
Can PerfectParser identify specific coverage clauses in policies?
Yes. PerfectParser returns each named coverage as its own row—type, limit, and deductible—rather than one lumped limit. Endorsements, exclusion clauses, and riders stay attached so comparison and compliance review keep the breakdown.
Can I process multiple insurance policies at once?
Absolutely. Upload an entire batch of policy PDFs, scans, or photos at once—including declarations pages and certificates of insurance. PerfectParser processes them in parallel and delivers a consolidated policy dataset in minutes, ready for your underwriting or claims team.
What insurance policy fields can PerfectParser extract?
PerfectParser extracts Policy Number, Policy Type, Policy Holder Name, Insured Address, Additional Insureds, Certificate Holder / Mortgagee, Insurer Name, Agent / Producer, Effective Date, Expiry Date, Vehicle or Property Details, Coverages as rows (type, limit, deductible), Annual Premium, Payment Frequency, Endorsements, and Exclusion Clauses.
Does PerfectParser extract additional insureds and certificate holders?
Yes. When a policy, declarations page, or certificate of insurance lists additional insureds, a mortgagee, or a certificate holder, those names come back as structured fields alongside the named insured and insured address.
Can PerfectParser read declarations pages and certificates of insurance, or only full policies?
All three. Upload a full policy PDF, a declarations page, a certificate of insurance (including ACORD 25-style COIs), a policy schedule, a loss run, or another ACORD form. PerfectParser extracts the same core fields—policy number, parties, coverages, and dates—from the shorter summary documents brokers and lenders actually file.
Does PerfectParser work with phone photos of insurance policies, or only PDFs?
Both. Upload a digital PDF from the carrier, a scan, or a phone photo of a paper policy or certificate. PerfectParser still extracts policy number, named insured, and coverage rows from handheld shots; a clean carrier PDF gives the widest field coverage when you also need endorsements and producer details.
Can PerfectParser speed up insurance claims processing?
Yes. By automatically extracting policy details and coverage limits, PerfectParser gives claims adjusters instant access to structured policy data, reducing the time spent manually reading dense insurance documents.
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