InsurOps extracts insurance data, checks it and links it to its source.
Document Intelligence classifies insurance documents, including policies, endorsements, binders, loss runs and certificates of insurance (COIs), extracts their data and links every value to its source page.
23 document types
InsurOps handles 20 document types end to end, plus statements of values (SOVs), binders and proposals for defined uses.Insurance data stays in files and folders through the policy year.
Year-round documents
Owners receive policies, endorsements, binders, loss runs and certificates throughout the policy term.
Manual re-keying
Teams re-key policy terms into spreadsheets at each renewal.
Version control
Original, endorsed and renewed versions of a policy are kept in separate folders.
Source links
SOVs reach underwriters without the source document behind each value.
Search
Finding a clause requires knowing the policy, the carrier and the form number.
“Endorsements show up midway through a policy term. We used to find out months later. Now they attach to the policy the day they land.”
Risk operations lead, institutional multifamily owner, 30,000+ units
In Q2 2026, casualty buyers with strong loss performance, transparent data and demonstrable risk controls secured better outcomes.
Source: Marsh, US Insurance Rates, Q2 2026.
of NOI goes to total cost of risk when resident default is included.
US property rates in Q2 2026.
US casualty rates in Q2 2026.
US umbrella and excess rates in Q2 2026.
Add use cases based on priority and value.
Modular architecture and flexible workflows support incremental adoption and rapid time to value in weeks, not months.
The program-level target is a 5 to 10 percent reduction in total cost of risk, including resident default.
| Use case | The gap | What InsurOps does | Economic outcome |
|---|---|---|---|
| Acquisition risk onboardingFrom signed purchase agreement to first renewal | Sellers provide policies, loss runs and COPE (construction, occupancy, protection and exposure) data in mixed files, so buyers estimate inherited losses. | InsurOps extracts data from seller policies, loss runs and COPE documents, reconciles competing values by source and routes unresolved fields to data owners. | Documented losses and retention exposure are known before close, and open questions are listed for follow-up.Target: first-renewal total cost of risk within the budget set at close |
| Quote comparisonAt renewal, as carrier quotes arrive | Quotes differ on deductibles, self-insured retentions, sublimits and forms, so the lowest premium can move cost into retained loss. | InsurOps compares quotes side by side, highlights differences in premium, limits, deductibles and forms, and sends bind instructions to your broker or advisor. | Aim for favorable rates and terms while maintaining deductibles, self-insured retentions and sublimits.Target: lowest total of premium and estimated retained loss, using the same loss assumptions for every quote |
| Certificate complianceAt casualty renewal and as vendors are added | A certificate of insurance confers no coverage by itself. If the vendor's policy has lapsed or its limits fall short of the contract, a vendor-caused claim can fall to the owner's own general liability program. | InsurOps extracts insurers, limits and policy dates from vendor and contractor certificates with page links, monitors expiration dates and checks limits against the owner's requirements. | Certificates with expired policy dates or limits below requirements are flagged before a loss.Target: a current certificate that meets requirements on file for every active vendor |
| Risk narrative generationBefore your broker takes each renewal submission to market | Habitational underwriters set general liability retentions, assault and battery sublimits and capacity from crime scores, security controls and loss history. | InsurOps drafts an editable risk narrative and sends it to your broker with the SOV, COPE data and loss history. | Underwriters see your documented security controls and loss history.Target: deductibles and retentions no higher, and limits and assault and battery sublimits no lower, than the expiring program |
| Source-linked COPE dataBefore each property renewal | Where COPE details are missing, catastrophe models rely on assumptions for those attributes, and underwriters may add an uncertainty mark-up. | InsurOps collects every COPE value found across documents with its source and page, and routes unresolved fields to property managers. | Underwriters receive documented attributes for each location, and any unresolved fields are identified before submission.Target: better pricing with deductibles no higher, limits and sublimits no lower, and no added exclusions or tighter margin clauses |
Document Intelligence builds the risk data layer for every InsurOps workflow.
InsurOps classifies each document and extracts its data once, and reviewers approve low-confidence results before the record changes. More than 160 agentic workflows and search use the same governed, source-linked risk data layer under your control.
1 · Intake
2 · Extraction and review
3 · Workflows using the data
Extraction review shows the source document beside the extracted fields, with confidence scores. Illustrative data.
Every field has a confidence score and a link to its source page.
- Confidence filtersReviewers filter fields by high, medium or low confidence, or choose a custom range.
- Source document in viewThe original document is shown beside the extracted fields, so a reviewer sees each value's source page.
- Bulk approvalReviewers approve fields above 95% confidence in one step and correct the rest.
- Audit historyInsurOps logs approvals, corrections and re-extractions by user and time.
InsurOps governs every extracted value.
Model boundaries
Your data never trains shared foundation models, and Amazon Bedrock never passes it to model providers.
Human review at scale
Selectsys provides managed human-in-the-loop review for InsurOps. The firm has served more than 120 managing general agents (MGAs), wholesalers and carriers over 15 years and has a SOC 2 report.
100% feature score
InsurOps scores 100% on nine Document Intelligence features. The alternatives score 42% to 57%.
InsurOps accepts every commercial P&C document a risk team receives.
It checks every file against the formats allowed for its intake method, sets no file-size or page-count limit and splits long documents for extraction.
Coverage lines
Policy Management supports Commercial Auto, Commercial Package, Commercial Property, Businessowners, General Liability, Umbrella and Excess, Workers' Compensation, Cyber, D&O, EPLI, Management Liability, Professional Liability and Pollution policies.
Transaction documents
Document Intelligence also extracts endorsements, COPE documents, loss runs, certificates of insurance, quotes, confirmations of binding instructions and supplemental questionnaires.
Formats by intake method
- Direct upload accepts PDF, DOC, DOCX, JPEG and JPG.
- API, webhook and email intake accept PDF, DOC and DOCX.
- SOVs are uploaded in Locations, and binders and proposals are used in comparison.
Two institutional accounts provided 9,552 unique files and about 508,000 pages to InsurOps, and 96% arrived in accepted formats. Assurified listed every existing file before go-live and removed duplicates by content hash.
The listed parent of an HOA manager with roughly 2 million homes provided 5,560 files and about 332,000 pages. An institutional multifamily owner with about 50,000 units provided 3,992 files and about 176,000 pages.
Capacity
AWS Fargate compute and Selectsys review teams are sized to your document volume.
Integration
385 Model Context Protocol (MCP)-compatible API endpoints across more than 60 domains connect InsurOps to other systems.
Data delivery
InsurOps delivers approved data to Snowflake or another data warehouse through the event bus and webhooks.
The path to a go/no-go decision.
An Assurified solution architect will work with your team to identify a high-value use case that's right for you. All of our customer engagements begin with a low-risk proof of value (POV).
Use cases
Learn about the InsurOps platform and map its capabilities to your potential use cases.
Metrics
Identify the metrics that matter most to your team.
First use case
Agree on the first use case.
Solution proposal
Review the solution in a deep dive with your team. The proposal includes the business case and a rapid Proof of Value (POV) based on agreed success criteria.
Go/no-go
Decide whether to move forward with the solution.
What stays the same
- Your existing brokers, carriers and systems stay.
- You control the data and who can access it.