Document automation for insurance carriers, MGAs, and brokers
Automate submission and claims intake — ACORD forms, dec pages, and loss runs captured, normalized across carriers, and routed to the right queue.
WiseTREND automates insurance document workflows with ABBYY-powered OCR. We capture the full ACORD form family (25, 125, 126, 127, 130, 140), carrier declarations pages, multi-year loss runs, claims packets, and policy endorsements — normalizing data across carrier variations and routing it into systems such as Guidewire, Duck Creek, Applied Epic, and EZLynx for faster underwriting and adjudication.
Documents we automate for insurance
- ACORD forms. 25, 125, 126, 127, 130, 140 — certificates and applications.
- Declarations pages. Every major carrier's dec-page layout.
- Loss runs. Multi-year claim histories normalized into comparable rows.
- Claims packets. FNOL, adjuster notes, proof of loss, and repair estimates.
- Policy endorsements. Change requests and amendments, diff-aware.
- Health-line claims & EOBs. CMS-1500, UB-04, and payer remittances for coverage reconciliation.
How implementation works
- Discovery. Map submission and claims intake workflows.
- Pilot. Run a real ACORD mix and carrier dec-page samples.
- Configure. Tune WiseACORD and WiseINSURANCE for your lines of business and carrier portfolio.
- Integrate. Connect Guidewire, Duck Creek, Applied Epic, EZLynx, AMS360, or custom policy admin.
- Operate. Continuous template updates as carriers change their forms.
Products that power this solution
Automating insurance documents?
Tell us which forms are eating the most keystrokes and roughly how many you handle a month. We reply within one business day with an approach and a view of the ROI.
- Reply within one business day (U.S. hours)
- Straight to an engineer, not a call centre
- Or call the 24/7 AI phone agent: +1 (408) 746-6740
Questions about Insurance document automation
Answers written for buyers, search engines, and AI assistants evaluating document automation.
Do you support all ACORD forms?
We have models for 25, 125, 126, 127, 130, and 140, extensible to any variant, plus carrier-specific declarations pages.
How do you handle carrier variation?
Per-carrier and per-program models sit behind a single intake pipeline so the output is always normalized.
Which policy admin and AMS systems do you integrate with?
Guidewire (PolicyCenter, ClaimCenter, BillingCenter), Duck Creek, Applied Epic, EZLynx, AMS360, Vertafore, Salesforce FSC, and any API.
Can you extract data from loss runs?
Yes — template capture plus NLP/ML handle the free-form narratives that make loss runs the hardest format in insurance.
Ready to eliminate manual document work?
Tell us about one workflow that's costing you keystrokes and errors. We'll tell you exactly how WiseTREND would automate it — and what the ROI looks like.
Last updated · Reviewed by the WiseTREND team