Insurance Tool Suite

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Insurance Tool Suite

Automation Solutions for Insurance Professionals

From capturing your data and running instant policy checks, to comparing documents in minutes and creating self-service policies, Exari's suite of tools is tailor-made to accelerate the work done by global insurers. 

Which tool in the Exari Platform best fits the needs of your business?

Exari Vision Data Capture

Eliminate manual re-keying of data with our AI-driven software.

Between policies, slips, quotes, endorsements, contracts, and errant emails, manually capturing the data for one policy can be difficult enough, never mind your entire book of business. Manually re-keying data is not only slow and error-prone, it also ties up valuable resources that could be better used securing more business. What if you could reduce the process of capturing key data from hours to minutes with greater accuracy and more robust results?

Exari Vision Data Capture (DC) automatically scans your documents and intelligently captures every piece of data, eliminating the need to re-key information over and over, massively accelerating the entire quote to bind process. And because DC was purpose-built for the insurance industry, it’s able to recognize and extract the data from even the most complex insurance documents.

What’s more, DC provides an audit trail showing where each piece of captured data was found within the original document, allowing for seamless manual checks to validate the results. That data can then be transformed in line with the ACORD or other standards for use within internal systems. Should you need to transform the data to a custom format, Exari offers the flexibility for the development of custom rules to reflect internal processes and custom requirements.


Read our full Vision Datasheet

Vision Data Capture Key Features

Easy Visualization - Simple, easy-to-use graphical interface ensures that users can see their data capture results and validate it against the document.

User Value - Automates the transformation of capture data into ACORD standard XML.

Customizable Rules - Capture rules can be constructed to reflect internal processes ensuring that key data is captured.

Linked Text - Captured data is conveniently linked to the corresponding content within the original document allowing for quick review.

Standard Capture Rules - Standard data capture rule sets within multiple business classes for Market Reform Contracts allow users to get up and running quickly.

Exari Match

Compare documents in seconds rather than hours.

When it comes time to renew a policy, most underwriters put the expiring policy and the new policy side-by-side and begin the process of manually checking for changes and compliance. This process can take upwards of an hour for a standard slip and even longer for more complex documents. This process is, in a word, archaic.

Exari Match brings the checking process into the 21st century, allowing documents to be compared in a matter of seconds. Match provides a powerful function for comparing, searching and annotating documents, in any format, eliminating a lot of the “noise” that is generated by traditional redline comparisons and enabling you to focus on the detailed differences in wording. This removes the need for time consuming manual checking of amendments during the contract negotiation, allowing all contract differences to be instantly identified across drafts.

Of course, insurance documents are often saved as different formats, and year-on-year the words, phrases and paragraphs can appear in different orders and may also be structured differently. Don’t worry, Match was designed to tackle each of these challenges, easily comparing PDFs, Word documents, tables, etc.

Match Key Features

Color Coded Document Comparison – Side-by-side comparison with matching text shown in blue, and differences shown in red. The side bars show a high level overview of the comparison across both documents with the ability to change the viewing options to hide exact matches or hide all matches.

Format Agnostic - Match can compare documents no matter the format. Is one document in Word and one a PDF? No problem.

Original Document View – Always have the original document onscreen, including any manual annotations or marks, for reference.

Sidebar Indicator – Quickly locate differences between documents, comments, etc. Synchronized scrolling enables users to scroll through two documents and maintain synchronized positioning.

Read our full Match Datasheet

Exari Vision Quality Assurance

Easily insure compliance at every stage of the process.

In today’s world, compliance is the same as success. Whether you’re beholden to specific company rules, broader market or syndicate standards, or stringent government regulations, ensuring the compliance of every slip is absolutely essential. Running these checks manually, however, is both inefficient and leaves you open to increased risk.

Exari Quality Assurance (QA) was developed to meet the challenge of ensuring that policies, binders and slips comply with contemporary regulations, while reducing the time taken to process them.

QA works by allowing the user to select and apply pre-defined rule sets to a chosen document, producing a tabular report showing a pass, fail, or marginal result for each rule within the set. Furthermore, it shows the precise areas of text that are relevant to each rule within the checked document, allowing users to instantly review the pertinent wording. This reduces the number of checking cycles which, in turn, reduces the cost of doing business.

Vision Quality Assurance Key Features

Rule Customisation – Rules are constructed to validate complex coverage terms and provisions ensuring consistency with underwriting guidelines and reducing errors and omissions.

Rule Selector – Selectively apply pre-defined checks to the document.

Color Coded Tabular Report – Rule and matching results for review and user acceptance.

Audit Trail – A full audit trail is provided to track results.

Exari DocGen

Draft compliant policies in a fraction of the time.

When it comes to creating policies, brokers are always working to strike the balance between speed and compliance. Drafting contracts the old-fashioned way means increased risk of errors, inefficient QA checks, and the need to re-key data at various points in the binding and reinsurance processes. The perfect solution would allow users to simply complete a pre-approved template, producing consistent policies, while triggering approval workflows in the events of non-standard wording.

Exari DocGen uses an intuitive, browser-based interview to generate any type of contract. To gather the necessary policy information, users simply answer a dynamic set of questions, instinctively grouped by topic. This information then populates the contract template, creating a compliant, accurate policy in record time.

To further accelerate policy drafting, several interview fields can remain pre-filled so you don’t need to re-key standard data every time. And because DocGen is part of the Exari platform, the data captured in the interview is automatically captured, allowing for immediate reporting and searching.

DocGen Key Features

Reduced Risk - Since company, market, and regulatory rules are built right into the interview, you can ensure all policies generated are fully compliant. For necessary but non-standard wording, workflows are triggered for approval.

Automatic Data Capture - All data entered into the interview is automatically captured for instant reporting and searching.

Central Repository - Templates, wording libraries, and completed policies are all stored in a central repository for easy access immediately or down the line.

Read our DocGen Datasheet