How Our Document Intake Reads Your Declarations Page in Minutes
Our system reads your insurance documents directly to save time and prevent typing errors. This process helps us get your accurate quote faster while we focus on expert advice.
The short answer
We use a tool to read your insurance documents in minutes. This tool takes the information directly from your papers so we do not have to retype it.
What documents can you send?
You can send us any documents you already have. This includes your current declarations page, which is a summary of your policy. You can also send a photo of your driver's license or a vehicle registration. Other helpful items are mortgage statements, utility bills, or a lease. You can send these as one file or many files. Phone photos and PDFs both work.
What happens to your information?
Our system reads each document and saves the facts. It saves details like your contact info, drivers, vehicles, and properties. It also saves your policy limits, which are the max amounts your insurance will pay. It keeps your deductibles, or the amount you pay for a loss. The system merges details if two documents describe the same thing. If the system cannot read a page, it tells us instead of guessing.
What happens next?
You will see a review screen with a summary. It will also ask a few questions about things we missed. This might include your email, phone number, or marital status. You answer these questions once on one screen. Then we build your quote.
Why is this better?
Typing data by hand often leads to mistakes. These mistakes can cause problems with your coverage later. Our system copies values exactly as printed. It leaves unknown fields blank instead of guessing.
Does this make the process faster?
Yes. Insurance companies often reject forms that are missing information. Our system captures your details before we submit anything. This helps you get an accurate price sooner.
What do we still do by hand?
We still handle your coverage recommendations. Our system can read that you have 30/60/20 liability coverage. It cannot decide if that limit is right for your home. We still talk to you to decide if you need an umbrella policy or which carrier likes your roof age. We want to spend our time on these important talks.
What to do next
To see how this works, start a personal quote or learn more on the how everything works page.
Ready to get covered?
Start a quote and speak with a licensed agent about available coverage options.