Papergoat provides an automated workflow for insurance brokers to ingest, process, and analyze documents such as intake forms, policies, loss runs, and quotes. Users can forward emails or connect their inbox, and the platform generates instant insights and actionable outputs—like quote comparisons and policy checks—tailored for broker review, while offering optional data isolation for compliance.
Funding
Funding not disclosed
Founders
Product
Problem
Insurance brokers spend significant time manually reviewing and extracting data from incoming documents such as applications, policies, loss runs, and quotes, leading to delays and potential errors in the underwriting and renewal processes.
Solution
Papergoat offers an AI‑driven platform that automates the intake, extraction, and analysis of insurance documents. Users connect their email inbox or use the web application to forward documents, after which the system parses the content, generates structured insights, and produces ready‑to‑use outputs aligned with broker workflows. The platform can operate in a full data‑isolation mode to meet strict compliance requirements, ensuring that sensitive client information remains segregated. Results are delivered instantly, allowing brokers to focus on decision‑making rather than manual data entry.
Target Audience
Primary customers are insurance brokerage firms and individual brokers who need to streamline document processing and improve accuracy in underwriting and policy management.
Features
- Email and web‑app integration for seamless document forwarding without workflow changes
- AI extraction engine that identifies key fields, policy terms, and quote details across multiple document types
- Automated generation of polished, workflow‑specific outputs such as quote comparisons and policy compliance checks
- Optional full data isolation mode to keep broker data separate for regulatory compliance
- Real‑time delivery of insights, enabling immediate review and action by brokers