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PageIQ for insurance
PageIQ captures claim forms, policy changes, medical records and correspondence from every channel, then indexes each one to its policy or claim number. Your adjusters and policy services teams work from a complete file.
The problem
Documents for a single claim come by mail, email, fax and portal. Your staff sort, key and file them by hand, so adjusters wait on paperwork and cycle times stretch with every spike in volume.
Is this you?
How it works
Scans, mail, email and fax arrive in one queue.
PageIQ AI identifies claim, policy and medical documents.
Each document is matched to its policy or claim number.
Files land in your claims, policy or records system.
By the numbers
One insurer runs policy services, accounting, HR, contracts and more on PageIQ.
Claim, policy and coverage types already defined in customer tenants.
Claim and policy documents one P&C insurer manages with PageIQ AI.
Customer stories
Property & casualty insurer
A farm bureau carrier auto-indexes scans, email and fax against its policy and claim systems. Claims, Policy Services, Underwriting and Legal work from the same files.
Travel insurance carrier
Claim documents are captured, indexed and fed to the claims platform. The carrier replaced OnBase and is taking PageIQ forward to its next claims system.
Travel claims administrator
Claim forms, medical records, checks, email, mail and video are captured and indexed. RPA bots move the work across Claims, Operations and Finance.
Mutual life insurer
A life and annuity provider for military families scans applications, beneficiary forms, death documents and annuity statements into one archive for policy services, accounting and HR.
Benefits plan administrator
A church benefits plan captures enrollment, billing, retirement and survivor claims into case files, and is moving from legacy capture to cloud workflow on Azure.
Union benefit fund
A multi-employer benefit fund migrated its HR and personnel files into SharePoint Online, where the team already works.
For insurance teams
Day-forward and backfile scanning for claim files, policy documents and correspondence.
Insurance Data Migration ServicesMove policy and claims archives off legacy systems without disrupting service teams.
Commercial Insurance challengesHow carriers solve claims, underwriting and policy lifecycle friction end to end.
PageIQ overviewThe full platform behind this page -- intake, AI classification, workflow and delivery.
See it on your documents
Send us sample claim and policy documents, and we’ll show you indexing and extraction on your real work.