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[ Insurance ]

Build document agents for insurance

LlamaIndex powers AI agents that handle document-heavy admin tasks like invoice triage, form processing, and compliance reviews — faster, more accurately, and without endless rules.

Challenge

Your claims and policies are everywhere. And they’re underused.

  • Claims scattered across PDFs, scanned forms, and medical records
  • Complex, text-heavy policies hard for customers to understand
  • Manual compliance checks slow down reporting
  • Fraud detection dependent on human review or brittle OCR systems

Data

Clarity

Solution

Automate claims, policies, and compliance with document agents.

  • Parse claims instantly to extract key details
  • Summarize and answer questions from long policy docs
  • Cross-check reports for fraud detection signals
  • Track regulatory filings for compliance risks

Data

Chaos

Clarity

Use cases

Agents for common insurance use cases

01

Claims Assistant

Parses forms, photos, and medical records for adjusters

02

Compliance Tracker

Monitors regulatory filings and disclosures automatically

03

Policy Explainer

Answers customer questions directly from policy PDFs

04

Fraud Monitor

Flags inconsistencies across reports, invoices, and claim histories

Why Llamaindex

Trusted by insurance giants as well as pioneering insurtech startups

Unmatched accuracy

LlamaCloud is purpose-built for complex documents with charts and tables.

Explainability

Citations, traceability, and confidence scores on every field

Developer-ready

Python and Typescript SDKs, APIs, and fine-tuned control.

Enterprise-scale

Handle thousands of reports with parallel pipelines

Compliant & auditable

For use in high-governance environments

Complete solution

Bring together document intelligence and agent workflows for end-to-end automation

How it works

From document chaos to agent intelligence

01

Upload documents (invoices, forms, contracts)

02

Parse and extract key information

03

Agents take action — route, validate, log, notify

04

Review or monitor via dashboards, API, or integrations

Resources

Your internal knowledge is valuable. Make it usable.

Start building document agents over your finserv workflows— and unlock value across teams.