Feature

Accurate & fast PDF quote parsing

Multi-pass extraction pulls the carrier, premium, limits, and coverage details out of quote PDFs — whether they're clean digital documents or scanned images — no matter what format the market sends.

The problem it solves

Every wholesaler, MGA, and carrier formats their quotes differently — different layouts, different terminology, sometimes a scan instead of a real PDF. Reading those by hand and retyping the numbers is slow, and it's where transcription errors creep in.

How it works

A multi-pass approach handles the variety. It reads digital PDFs directly and falls back to optical character recognition for scans, then locates the fields that matter regardless of where they sit on the page.

• Digital and scanned PDFs both supported.
• Format-agnostic — not locked to a short list of known carrier templates.
• Structured output that flows straight into comparison and your AMS.

Why it matters

This is the step that removes the most retyping. Data captured once, accurately, carries forward through comparison and into bind — saving time and cutting the errors that create E&O exposure.