Get Client Documents inHours, Not Weeks
Automated document extraction for insurance brokers, PEO brokers, and PEO companies. Stop chasing clients for payroll data, loss runs, and census files. Start quoting faster.
Document Collection Is Your Biggest Bottleneck
6-8 weeks waiting for clients to send payroll data, loss runs, or census files
Endless follow-ups via email, phone, and text just to get basic information
Manual data entry from PDFs and spreadsheets eating up your team's time
Lost deals because competitors quote faster with better data
Automate Document Collection & Extraction
24-hour turnaround from sending link to having structured data in hand
Zero follow-ups—clients upload documents once through a secure portal
AI-powered extraction automatically pulls data from PDFs and spreadsheets
Win more business by quoting 70% faster than competitors
How Document Extraction Works
Three simple steps to go from client request to structured data
Send Secure Link
Generate a custom branded link and send it to your client via email or text. No account needed for them.
Client Uploads
Your client uploads payroll data, loss runs, census files, or benefits info through the secure portal.
Auto-Extract Data
Our AI extracts key data points and organizes them into structured formats you can use immediately.
Extract Data From Any HR or Insurance Document
Our AI handles all common document types used in insurance and PEO workflows
Payroll Data & Census Files
Employee demographics, compensation, job titles, and department information
Workers' Compensation Loss Runs
Claims history, injury details, and workers' comp experience data
Employee Benefits Information
Health insurance, dental, vision, and ancillary benefits data
HR Compliance Documents
Employee handbooks, safety manuals, and compliance certifications
401(k) & Retirement Plan Data
Plan documents, participant information, and contribution records
Time & Attendance Records
Timesheets, PTO balances, and attendance tracking data
Built for Brokers and PEO Companies
Whether you're quoting insurance, matching PEOs, or onboarding new clients—we've got you covered
Quote Faster, Win More
- Get loss runs and payroll data in 24 hours instead of 6 weeks
- Quote workers' comp and group health policies 70% faster
- Reduce E&O risk with complete documentation
- Serve more clients without adding staff
Accelerate Your Sales Cycle
- Collect census files and benefits data in hours, not weeks
- Reduce PEO onboarding time by 70%
- Service 3x more clients per month
- Improve client retention through faster service
Speed Up Client Onboarding
- Automate document collection during implementation
- Close deals 50% faster with instant document access
- Reduce implementation team workload by 60%
- Win more clients with superior onboarding experience
Plans for Every Size Business
From free tier to unlimited enterprise plans. Pay only for what you use.
Frequently Asked Questions
Everything you need to know about document extraction
Join Hundreds of Brokers Automating Document Collection
Ready to Stop Chasing Documents?
Start with 10 free document extractions. No credit card required.