Stop Manual Data Entry. Automate Your Insurance Agency Workflows with AI.
Eliminate the 25% renewal revenue loss caused by slow response times. Our AI extracts data from ACORD forms and carrier PDFs directly into your AMS.
The modern insurance agency is often buried under a mountain of ACORD 25s, carrier quote PDFs, and loss run reports. When a CSR or producer spends 45 minutes manually re-keying data from a competitor's policy into Applied Epic or AMS360 just to generate a quote, the prospect has often already moved on to a faster competitor. Speed-to-lead is the single biggest predictor of closing new business, yet most agencies are bottlenecked by administrative friction.
Furthermore, renewal management is a constant struggle. Agencies lose significant revenue because renewal documents sit in an inbox for days before being processed. By the time the agent reaches out, the client has already shopped their coverage elsewhere. Read Laboratories solves this by implementing AI-driven document processing that reads, categorizes, and enters data into your management system in seconds, not hours.
Problems We Solve
Quote Request Bottlenecks
Prospect data often gets stuck in email attachments or scanned PDF applications, preventing producers from generating timely quotes.
Renewal Revenue Leakage
Automated processing ensures renewal documents are flagged and handled 90 days out, preventing competitors from poaching your book of business.
Manual FNOL Entry Errors
Slow First Notice of Loss (FNOL) intake leads to poor customer satisfaction; our AI extracts claim details from emails and forms instantly.
E&O Compliance Risks
Human error during manual data entry into Agency Management Systems can lead to coverage gaps and expensive Errors and Omissions claims.
Missed Cross-Sell Opportunities
AI scans incoming policies to identify missing coverage types, such as Umbrella or Cyber liability, and alerts your sales team automatically.
What You Get
ACORD Form Extraction
Instant high-accuracy data extraction from ACORD 125, 126, and 130 forms.
AMS Integration
Directly push extracted data into Hawksoft, EZLynx, or Applied Epic via secure API or RPA.
Automated COI Delivery
Process Certificate of Insurance requests and verify carrier requirements without human intervention.
Carrier Quote Scraping
Automatically aggregate and compare data from multiple carrier quote PDFs side-by-side.
Renewal Alert System
Trigger automated workflows in AgencyZoom or InsuredMine as soon as renewal docs hit your inbox.
What It Costs
Setup
$3,000 - $6,000
Monthly
$400 - $800
ROI Example
By saving a CSR 20 hours of data entry per month at a $30/hr burdened rate, the system pays for itself in labor alone, while potentially recovering $50k+ in annual renewal revenue.
Frequently Asked Questions
Does this work with Applied Epic and AMS360?
Yes. We use a combination of direct APIs and secure Robotic Process Automation (RPA) to sync extracted document data directly into your specific Agency Management System.
How does this impact my E&O compliance?
AI significantly reduces manual keying errors. Every data point extracted includes a digital audit trail and a direct link to the source document for easy verification by your staff.
Can your AI read handwritten applications?
Our advanced OCR engines are trained on insurance-specific handwriting. While not 100%, it flags low-confidence fields for a quick human 'eyes-on' review, still saving 90% of the time.
Is our client data secure and compliant?
Absolutely. We utilize SOC2 compliant infrastructure and ensure all data processing meets or exceeds state insurance department privacy regulations and GLBA requirements.
How long does the implementation take?
Most insurance agencies are fully operational within 3 to 5 weeks. This includes mapping your specific carrier forms and training the AI on your unique workflow.
Do I need to hire a developer to maintain this?
No. Read Laboratories provides a fully managed service. We handle the updates, carrier form changes, and system maintenance for a flat monthly fee.
Ready to Reclaim Your Agency's Time?
Book a free workflow audit to see how much manual entry we can eliminate for your team.
Serving Insurance Agencies businesses nationwide. Based in Westlake Village, CA.