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Upload an insurance policy schedule and watch as Affinda instantly predicts the data fields you need, helping you automate insurance policy schedule data extraction in just a few clicks.
How to automate insurance policy schedule processing with Affinda's AI
- 1
Upload your insurance policy schedules, your way
Email, drag and drop or connect via API.
- 2
Watch as it extracts your insurance policy schedule data
Affinda's AI reads your insurance policy schedules with impressive contextual understanding. It splits and classifies documents, extracts and validates data, then transforms the output to match your business needs.
- 3
Automatically route the data to your systems
No manual data entry required. Affinda integrates seamlessly into your existing tech stack.
Extract any information from any document, fast
Affinda's AI reads, understands and extracts data from any insurance policy schedule or document 
Cleanse and transform data
Affinda automatically converts extracted insurance policy schedule data into the format your policy admin, CRM or insurance system expects – ready for immediate processing. Need something custom? Use natural language to describe how you want the data structured.
Apply business logic
Write validation rules in natural language to apply your business logic and compliance requirements to policy schedule data. This ensures accuracy and enables automated policy setup without manual review.
Combine the best of artificial and human intelligence
1B+ documents processed
10+ years of IP combined with the latest AI innovations
800+ customers
95% reduction in manual processing achieved
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Drag and drop, email or upload via API. Affinda can handle any document, any file type and any layout with ease.See the magic
Watch as the platform predicts the information you want to extract, letting you build models in minutes, not months.Automating their document processes with AI
Frequently asked questions
What is insurance policy schedule processing?
Insurance policy schedule processing is the workflow insurers use to capture, extract and organize data from policy schedules (also called declarations pages). Our AI insurance policy schedule data extraction software automates this process to streamline policy setup, support claims and improve customer service. It extracts policyholder details, coverage information, premiums and effective dates – ensuring accuracy across your policy administration and CRM systems.
What is insurance policy schedule data extraction?
Insurance policy schedule data extraction is the process of reading policy schedules and capturing critical data points such as policyholder details, policy numbers, coverage information, premiums and effective dates. Our AI platform automates insurance policy schedule data extraction, converting both digital and scanned documents into structured data ready for your policy administration, CRM and downstream systems.
What is insurance policy schedule extraction?
Insurance policy schedule extraction is the automatic capture of key data from policy schedules using AI. Our insurance policy schedule extraction software combines reading order models, OCR, LLMs, RAG and more to convert documents into structured data with high accuracy and faster processing times.
What is an insurance policy schedule parser?
An insurance policy schedule parser is software that automatically reads policy schedules and extracts structured data from them. Our AI insurance policy schedule parser handles both digital and scanned formats, adapting to different layouts and coverage structures while extracting policyholder details, policy numbers, premiums and effective dates in formats your systems can use immediately.
What is insurance policy schedule line extraction?
Insurance policy schedule line extraction captures tabular data from your policy schedules – such as coverage breakdowns, premium line items and multi-line endorsements – and turns it into structured, usable data while preserving the relationships between each row. Our AI handles everything from simple tables to complex grouped coverage sections, maintaining accuracy across multi-page schedules.
What data fields can Affinda's AI insurance policy schedule processing software extract?
Affinda's AI insurance policy schedule processing software can extract data from any field on your policy schedules. Standard data fields include:
Policy & Policyholder Details
- Policyholder Name: Individual or organization named as the insured party.
- Policy Number: Unique identifier assigned to the insurance policy.
- Policy Type / Product: Category of insurance coverage such as auto, property, liability or commercial.
- Effective Date / Expiry Date: Start and end dates of the policy coverage period.
- Issue Date / Renewal Date: Date the policy was issued or last renewed.
- Policyholder Address / Contact Details: Address, phone and email information for the insured.
- Agent / Broker Name & Number: Details of the selling agent or broker assigned to the policy.
Coverage Information
- Coverage Type / Section: Specific coverage categories such as liability, collision, property damage or medical.
- Coverage Limits: Maximum amount the insurer will pay per coverage type.
- Deductibles: Out-of-pocket amount the policyholder pays before coverage applies.
- Named Insured / Additional Insured: Parties covered under the policy, including primary and additional insureds.
- Endorsements / Riders: Optional coverage modifications or add-ons attached to the base policy.
- Exclusions: Specific conditions or situations not covered by the policy.
Premium & Financial Details
- Total Premium: Full cost of the policy for the coverage period.
- Premium Breakdown: Itemized premium amounts by coverage type or line item.
- Payment Schedule / Frequency: How often premiums are due such as monthly, quarterly or annually.
- Taxes & Fees: Separately identified surcharges, taxes or administrative fees.
- Discounts Applied: Reductions to the premium based on qualifying factors.
Other Fields
- Insurer Name & Contact: Insurance company name, address and policy servicing contact details.
- Reference Numbers: Internal codes, claim references or underwriting identifiers.
- Data Source Mapping / Checkboxes: Selected options, confirmation checkboxes and field mappings across multi-page schedules.
Need custom fields or unique policy structures? Define them in the UI or describe them in natural language and Affinda will extract and structure them automatically.
What file types does Affinda's AI insurance policy schedule processing solution support?
Our AI agents can process any file type. Supported file types include PDF, JPG/JPEG, PNG, TIFF, DOC/DOCX (Word), XLSX (Excel), HTML and TXT/CSV.
How does Affinda process insurance policy schedules and extract insurance policy schedule data?
Affinda's AI agents read, extract and validate policy schedule data. Our platform is intuitive to set up and easily integrates into your systems. Simply:
- Upload your policy schedules via drag-and-drop, email or API.
- Configure business logic to match your organization's rules and workflows.
- Let Affinda check and validate extracted data against your business logic and policy administration, CRM and insurance systems to ensure accuracy.
- Access structured policy schedule data directly within your systems.
The result? Faster, more accurate policy schedule processing with minimal manual input.
Can Affinda extract data from scanned or image-based insurance policy schedules?
Yes. Our AI insurance policy schedule processing platform combines OCR with retrieval augmented generation (RAG), LLMs, agentic workflows, proprietary reading order algorithms and more, to automatically detect and process data from scanned or photographed invoices (PDF, JPG, PNG). Even low-quality images are automatically enhanced for reliable data capture and processing.
What language does Affinda's AI insurance policy schedule automation platform support?
Our AI insurance policy schedule processing platform can automatically detect and process insurance policy schedules in 50+ languages, including multilingual policy schedules containing more than one language. Supported languages include: Afrikaans, Albanian, Amharic, Arabic (Standard, Egyptian, Sudanese, Algerian, Moroccan, Levantine), Bahasa Indonesian, Bengali, Bhojpuri, Bulgarian, Burmese, Chinese (Mandarin [PRC/Taiwan], Cantonese, Wu, Min Nan, Jinyu, Xiang, Hakka), Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, German, Greek, Gujarati, Hebrew, Hindi, Hungarian, Italian, Japanese, Javanese, Kannada, Korean, Latvian, Lingala, Lithuanian, Macedonian, Malayalam, Marathi, Nepali, Norwegian, Odia, Persian (Farsi), Polish, Portuguese, Punjabi (Western and Eastern), Romanian, Russian, Slovak, Slovenian, Somali, Spanish, Swahili, Tagalog, Tamil, Telugu, Thai, Turkish, Ukrainian, Urdu, Vietnamese, Yoruba.
Does Affinda integrate with policy administration, CRM and insurance systems?
Yes. Our AI insurance policy schedule processing platform integrates with 400+ systems, including major policy administration platforms, CRM and insurance systems. Build no-code integrations using our AI integrations agent, or develop custom integrations with our APIs – whatever fits your workflow best.
What are some examples of AI insurance policy schedule workflow automations?
AI insurance policy schedule processing helps automate and optimize insurance workflows across business units such as:
- Policy Administration and Underwriting: Accelerate policy setup by automatically extracting policyholder details, coverage information, premiums and effective dates from any format. Business-rule validation catches missing information, date inconsistencies and coverage mismatches before policies go live.
- Claims Teams: Speed up claims processing with instant access to accurate policy data – coverage limits, deductibles, effective dates and endorsements – reducing manual lookups and improving claim accuracy.
- Customer Service Teams: Empower agents with structured policy data that feeds directly into your CRM, enabling faster quote generation, policy inquiries and renewals while improving customer satisfaction.
What is an insurance policy schedule OCR data extractor?
An insurance policy schedule optical character recognition (OCR) data extractor scans and accurately captures information from policy schedules (also called declarations pages), regardless of format or language. Upload policy schedule documents in PDF, JPG or PNG formats. The OCR technology first converts the documents into a text layer, ensuring all text (even from scans, photos or handwriting) is captured. Affinda's AI models then identify and extract key fields such as policyholder details, policy numbers, coverage information, premiums, effective dates and reference numbers, transforming them into structured, usable data.
This automation eliminates manual data entry, reduces errors and saves time. Once the policy schedule data is captured and structured, our AI insurance policy schedule processing pipeline can apply machine validation and post-processing to enable seamless integration with policy administration, CRM and insurance systems.
Insurance companies and risk management organizations rely on Affinda's AI for their policy setup, claims support and customer service processes, streamlining workflows and improving overall efficiency.