Declarations
Insured name, policy number, term, locations, limits, and deductibles
Safeguard: Verify against the original declaration page
AI For Insurance
Insurance Document Automation With Source-Linked AI
Turn policies, schedules, declarations, endorsements, clauses, and correspondence into structured, searchable information. Compare wording, extract key fields, and route review tasks without losing the original source.
Mimasa AI brings insurance document intelligence into governed workflows. Authorised professionals remain responsible for coverage, legal, underwriting, claim, and policy decisions.
Exact source links · Human review · Version context · Controlled workflows
Policy Version A
Section 4 · Limits · Page 18
Endorsement Version B
Changes Section 4 · Effective date linked
Detected Difference
Configured limit differs across the declaration and later endorsement.
Source A · Page 2Source B · Page 1
Review Question
Confirm how the endorsement affects the base wording.
Status
Assigned
Policy Packet
Make Every Insurance Policy Document Easier To Use
An insurance policy document can combine wording, declarations, schedules, endorsements, exclusions, limits, deductibles, and special conditions.
Teams need the correct version, period, insured entity, and endorsement chain. Mimasa creates a connected view across approved documents.
Policy Wording
Insuring language, definitions, conditions, exclusions, and duties
Safeguard: Return the exact clause and nearby context
Schedules
Insured items, locations, assets, people, values, and listed details
Safeguard: Preserve table structure and document version
Endorsements
Added, removed, or changed wording and effective dates
Safeguard: Show which base section an endorsement changes
Correspondence
Requests, explanations, approvals, and service history
Safeguard: Separate communication from policy wording
Supporting Records
Proposals, applications, certificates, reports, and approved references
Safeguard: Label each source and its role clearly
Document Journey
From Policy File To Review-Ready Intelligence
01
Ingest
Connect authorised PDFs, scans, emails, repositories, and policy-system exports.
02
Classify
Identify document type, policy reference, period, version, and related files.
03
Extract
Capture configured fields, tables, clauses, dates, limits, deductibles, and changes.
04
Validate
Check required fields, completeness, repeated values, consistency, and source quality.
05
Compare And Search
Find passages, compare versions, and return answers with precise source links.
06
Review And Act
Assign exceptions, approve outputs, prepare permitted updates, and retain history.
This is insurance document processing connected to real work, not a standalone OCR exercise.
Intelligent Processing
Intelligent Document Processing For Insurance
Intelligent document processing insurance workflows combine classification, extraction, validation, and routing across varied layouts.
AI insurance document processing can connect related files, compare facts, identify missing pages, distinguish endorsements, and route uncertain content.
OCR Boundary
Insurance Policy OCR Is The First Step
Insurance policy OCR converts visible characters into machine-readable text. Mimasa adds sections, fields, tables, relationships, versions, search, and workflow context.
Poor scans, handwriting, missing pages, and complex layouts may require review. The original image remains available beside extracted content.
Data Passport
Keep Every Extracted Fact Connected To Its Origin
A policy data passport creates reliable inputs for insurance data extraction software workflows while preserving evidence.
- 01Extracted field
- 02Source document, page, section, table, or cell
- 03Policy context and version
- 04Document role
- 05Transformation applied
- 06Conflict status
- 07Review status
Configured Checking
Insurance Policy Checking With Human Review
Insurance policy checking compares a packet with configured requirements. Automated policy checking creates a review queue—not a legal or coverage conclusion.
Required policy sections and schedules
Insured names and entity references
Policy dates and version alignment
Limits and deductibles across documents
Missing or duplicate endorsements
Incomplete signatures or approvals
Unexpected wording changes
Required service or review steps
Buyer Category
Insurance Policy Checking Software
Mimasa provides configurable checks, differences, exceptions, and workflows. It does not supply universal policy rules.
Users see the requirement, source, difference, and reviewer outcome.
Comparison Matrix
Compare Policies Without Flattening Their Meaning
Insurance policy comparison aligns related sections and shows added, removed, or changed wording. AI insurance policy comparison prepares differences; professionals interpret them.
Source ASource BDifferenceAffected SectionReview Status
Source A: Base form · p18
Source B: Endorsement · p1
Difference: Limit value changed
Section: Section 4
Status: Assigned
Source A: Schedule · row 6
Source B: Declaration · p2
Difference: Location mismatch
Section: Insured locations
Status: Open question
Source A: Prior version
Source B: Current version
Difference: Definition added
Section: Definitions
Status: Pending review
Policy Review
A Source-Linked Insurance Policy Review
AI insurance policy review prepares the workspace. An authorised professional verifies the content and decides how it is used.
01 · Policy Overview
Approved identifiers, term, parties, and document set.
02 · Extracted Information
Configured fields with direct source links.
03 · Wording And Endorsement Map
Base wording and later changes.
04 · Differences And Exceptions
Missing items, conflicts, and review questions.
05 · Reviewer Decisions
Notes, approvals, escalation, and workflow history.
Ask Policy Documents
Ask Questions Across Approved Policy Documents
Answers distinguish quoted source information from generated explanation. Sensitive questions include a professional-review notice. This supports insurance policy analysis without replacing professional interpretation.
“Where is the relevant definition in this policy?”
“Which endorsement changes this section?”
“Show the limits and deductibles stated across the packet.”
“Which scheduled locations appear in one version but not the other?”
“Find policy sections related to this service request.”
“Which required document is missing from this packet?”
Controlled Workflow
From Document Difference To Controlled Workflow
Insurance document workflow automation connects detected differences to accountable human review.
- 01Receive an approved document or new version
- 02Classify and link it to the policy context
- 03Extract configured data and compare prior information
- 04Create an exception for a missing or changed item
- 05Assign the owner and due date
- 06Review the source and record the outcome
- 07Prepare a permitted update after approval
Across Insurance Teams
Insurance Document Automation Across Teams
Underwriting
Prepare submission and policy context, compare approved terms, and retrieve relevant wording.
Explore Underwriting Automation →Claims
Find policy information and supporting documents for professional review.
Explore Claims Processing →Policy Servicing
Classify requests, compare versions, and coordinate approved changes.
Explore Renewal Intelligence →Brokers And Distribution
Prepare policy summaries and track questions or missing information.
Compliance And Audit
Retrieve evidence, review version history, and track approvals.
Customer Service
Find approved policy information and route interpretation questions.
Explore Customer Service Automation →Technology Boundary
How Mimasa Fits The Insurance Document Stack
| Existing Capability | Its Role | Mimasa AI Role |
|---|---|---|
| Policy-Administration System | Maintains official policy transactions, terms, status, and records | Uses authorised context and sends permitted updates after approval |
| Document-Management System | Stores, secures, retains, and retrieves files | Reads approved content and adds structured intelligence and workflows |
| Core Claims Or Underwriting System | Holds authoritative cases, decisions, and transactions | Supplies source-linked policy context to authorised workflows |
| Legal Or Coverage Professional | Interprets wording and makes professional judgments | Receives organised evidence, comparisons, and review questions |
| Mimasa AI | Connects approved documents, data, knowledge, agents, and tasks | Provides extraction, comparison, search, and workflow automation |
Mimasa is not an insurance document management system or insurance document management software replacement.
Governed Agents
Governed AI Agents For Policy Documents
Agents can monitor approved sources, classify versions, extract information, compare documents, prepare summaries, and create review tasks.
They require approved access, tool limits, stop conditions, escalation rules, and audit history. They do not issue policies, decide coverage, or provide legal advice.
Connected Context
Work Around Authoritative Systems
Governance Rail
Governance For Sensitive Policy Information
Role-based access control
Approved source and dataset boundaries
Source-linked answers and extracted values
Document and data version context
Agent tool and action limits
Human approval checkpoints
Workflow and decision audit trails
Governed datasets and reusable snapshots
Cloud, private-cloud, or on-premises deployment patterns
The insurer remains responsible for policy governance, interpretation, retention, and regulatory duties.
Controlled Rollout
Start With One Policy Packet
01
Choose A Focused Document Set
Select one product, policy type, and review task.
02
Define The Document Anatomy
Record expected forms, schedules, declarations, endorsements, and supporting records.
03
Select Fields And Questions
Identify the data, clauses, comparisons, and search needs.
04
Set Decision Boundaries
Mark where professional review is required.
05
Configure Exceptions
Include missing pages, poor scans, conflicts, duplicates, and version changes.
06
Test Representative Documents
Use simple, amended, incomplete, and low-quality examples.
07
Measure And Improve
Review checks, exception rates, review effort, turnaround, and adoption.
Set baselines inside the insurer’s environment. Do not assume generic accuracy, cost, or time improvements.
Frequently Asked Questions
Clear answers about insurance document automation, policy checking, OCR, comparisons, source links, and professional review.
Get Started
Make Policy Information Easier To Find And Review
Connect approved policies, schedules, endorsements, extracted data, comparisons, questions, and review tasks in one governed workflow.