Practical Ways to Use Appulate Forms AI
If you’ve spent any time on our social media, website, or received our latest emails, you’ll have inevitably heard something about “Appulate Forms AI”, a brand-new addition to the Appulate family of tools. Sure, it looks impressive, but what exactly can it do? Glad you asked:
It can extract data from any insurance document and process it directly into your internal systems. We’ve tested it extensively, and it works out-of-the-box exactly how you’d expect it to (with some major time savings).
The other best part?
Setting everything up couldn’t be easier.
In fact, set-up is so easy that you won’t even need any additional training beyond what comes standard with Appulate. So you’ll be up and running quickly and enjoying even more time savings from day one!
Plug it right into market portals, the Appulate portal, or any back-end system really, via a simple, structured API.
If you’re ready to learn more, we have a full press release ready to provide a high-level overview. Find the full document here:
Alternatively, if you’d rather get right to a unique personalized demo tailored to your company, we’ve got you covered there too:
👉 Request Your Personalized Demo
However, say you’re still unsure if this is right for you...
You might be thinking “How can this apply to my company? There are a billion and one different AI tools out there, why should I go with this one?”
Two completely valid questions. Here’s the thing: as the longest-standing Insurtech on the market, we’ve helped over 300,000 users clear more hurdles than you can count.
Appulate Forms AI was built from that experience to solve said hurdles.
Helping your weekdays move so smoothly that before you know it, you’ll be caught up with all your current work and ready to take on more. So here are some ways you’ll be able to do exactly that:
AGENT USE CASE: Turn messy PDFs into ready-to-submit data in minutes.
You’re an agent, you just received a new supplemental application from a few scanned ACORD forms, and the person who sent you them? Your largest client of the month. Instead of taking extra time to rekey everything, you upload them directly into Appulate Forms AI.
Within minutes, the data is extracted, cleaned, and ready to be pushed into your submission portal.
MARKET USE CASE: Cut turnaround time for high-volume submissions.
You’re a market: You’ve received 30+ applications a day from various agencies, all in different formats.
With Appulate Forms AI, what would be an all-day affair turns into a breeze.
The submitted forms are automatically standardized and routed to the right underwriting queue. Cutting processing time significantly and increasing quote speed.
AGENT USE CASE: Intake effortlessly, even from messy forms.
You’re an agent, you know that Appulate Forms AI can intake forms well, and you’ve been reaping the rewards. But on today of all days, disaster strikes, as a contractor client sends over several urgent scanned documents and needs them processed as soon as possible.
These include a poorly photocopied supplemental, and a handwritten liability questionnaire you swore must have been written in a moving car. Instead of chasing down cleaner forms, or spending time deciphering them, you go back to Appulate Forms AI and upload them.
As you’ve been using the tool, the AI has been constantly improving and recognizes the text immediately and flows right into their Appulate workflow.
MARKET USE CASE: Accelerate intake without sacrificing security.
You’re a regional MGA managing several niche programs, and you see a spike in submissions during renewal season. You’re able to handle the load effortlessly with Appulate Forms AI, allowing for automatic extraction and data validation from all incoming documents. However, with all the sensitive data you’re processing, you want to be assured that everything being transferred is fully secure as well as being fully auditable. Which is why Appulate Forms AI’s has been created using a no-retention, encrypted design. Never storing any of your sensitive data so you can retain your peace of mind.
These are just four examples of the time saving possibilities with Appulate Forms AI.
If you’re ready to get started, or even if you have further questions, please let us know. Book some time with us today and start taking advantage of everything Appulate Forms AI has to offer.
