Skip to content

INSURANCE SERVICES

Smarter, faster document processing for modern insurance operations 

Automate document capture, claims processing and compliance workflows with secure, intelligent automation built for insurers. 

The Key Challenges Facing Insurance Organisations

Horizontal Icon Cards
Manual entry

Claims and Risk Management

Compliance risk

Customer Satisfaction and Service Turnaround

Connectivity

Compliance and Audit Management

Visibility

System Integration and Legal System Constraints

Slow approvals

Slow approval & turn around times

Built for Regulated Financial Environments

Responsive Flip Cards Row

GDPR-ready data handling

All data is processed in accordance with GDPR requirements, ensuring personal and financial information is handled securely, transparently and with full regulatory compliance.

Full audit trails and end-to-end traceability

Every action is logged and traceable, providing complete visibility across the entire process lifecycle for audits, reporting and regulatory reviews.

Role-based access controls

Access is strictly managed based on user roles, ensuring employees only see and act on the data relevant to their responsibilities.

Secure APIs and encrypted data flows

All data transfers are protected through secure APIs and industry-standard encryption, safeguarding information both in transit and at rest.

Human-in-the-loop approvals for exceptions

Automated processes seamlessly route exceptions to authorised users, combining efficiency with human oversight where it matters most.

The Key Challenges Facing Insurance Organisations Today

Icon Cards
Insurance 1

Claims and Risk Management

Insurance 2

Customer Satisfaction and Service Turnaround

Insurance 3

Compliance and Audit Management

Insurance 4

System Integration and Legal System Constraints

Built for Regulated Insurance Environments

Flip Icon Cards - Compact

GDPR-ready data handling

All data is processed in accordance with GDPR requirements, ensuring personal and financial information is handled securely, transparently and with full regulatory compliance.

Full audit trails and end-to-end traceability

Every action is logged and traceable, providing complete visibility across the entire process lifecycle for audits, reporting and regulatory reviews.

Role-based access controls

Access is strictly managed based on user roles, ensuring employees only see and act on the data relevant to their responsibilities.

Secure APIs and encrypted data flows

All data transfers are protected through secure APIs and industry-standard encryption, safeguarding information both in transit and at rest.

Human-in-the-loop approvals for exceptions

Automated processes seamlessly route exceptions to authorised users, combining efficiency with human oversight where it matters most.

Scan2x by Department

Teams Benefits Section
Management

Claims department

  • Capture claims forms and supporting documents from branches, agents, or customers.
  • Enable validation of submitted medical reports, invoices and claim evidence.
  • Fraud risk screening: Support early detection by organising claim files and enabling checklist-based verification.
  • Route claims documents to adjusters, medical reviewers, or approvers for faster settlement decisions.
Compliance

Compliance and Risk department

  • Secure long-term storage - Maintain encrypted archival storage for regulatory and audit requirements.
  • Audit trail tracking - Provide traceability of document access, modification and approval history.
  • Regulatory inspection readiness - Allow quick retrieval of compliance reports, contracts and risk records.
IT

Finance and Accounting

  • Manage financial supporting documents such as invoices, payment proofs and reconciliation records.
  • Support expense approval workflows and financial audit documentation.
  • Enable secure storage of transaction-related files.
Shared Services

Administration

  • Digitise proposal forms and identity documents during customer onboarding.
  • Data extraction and validation - Support automated extraction of key information for risk evaluation.
  • Policy lifecycle management – Store and manage documents related to policy issuance, amendments, renewals and servicing requests.

Every document type handled with precision

Invoices
Contracts
Identity Documents
Receipts
Labels
Tables & Forms
Line-item extraction
All product lines, quantities, unit prices and totals captured automatically.
Vendor & PO matching
Supplier names, PO numbers and VAT IDs matched against your master data.
Multi-language & multi-currency
Works across languages and formats — critical for international operations.
ERP-ready output
Data structured exactly as your SAP or Dynamics instance expects it.
Invoice — Extracted Data
Vendor Name Acme Supplies Ltd 99%
Invoice Number INV-2024-00471 98%
Invoice Date 14 Feb 2025 99%
Total Amount €4,320.00 99%
VAT Number MT-18347652 98%
Contract — Extracted Data
Company Global Tech Ltd 98%
Contract ID CTR-2025-0032 97%
Start Date 01 Jan 2025 99%
End Date 31 Dec 2026 98%
Identity Document
Name Maria Lopez 99%
ID Number XK2938472 97%
Date of Birth 04 Jun 1990 98%
Receipt — Extracted Data
Store MarketPlus 99%
Date 12 Feb 2025 99%
Total $84.50 98%
Label Recognition
Product Organic Coffee Beans 97%
Weight 500g 99%
Origin Colombia 96%
Tables & Forms
Form ID FRM-29834 98%
Entries 24 rows detected 99%
Status Processed 99%

Scan2x by Department

Claims department

Claims department

Compliance and Risk department

Compliance and Risk department

Finance and Accounting

Finance and Accounting

Administration

Administration

 An intelligent workflow designed for modern insurance operations.

Digitise, validate, and process claims with total accuracy and regulatory compliance.

Collect insurance data from any channel.

Bring all incoming policy and claim information into Scan2x—regardless of how it arrives.

  • Documents: Claim forms, medical reports, police records, proof of loss, KYC.

  • Channels: Mobile app uploads, broker portals, emails, and physical mail.

Why it matters: Eliminates fragmented inputs; Scan2x centralises all data at the point of entry to kickstart the claim or policy journey.

Extract and structure data using AI.

Transform unstructured insurance documents into actionable digital data.

  • AI-powered OCR for handwritten claim forms and diverse invoice formats.

  • Automated classification: Instantly distinguish between a policy renewal and a new claim.

Examples: Policy numbers, incident dates, loss amounts, claimant details, ICD codes (medical).

Ensure accuracy, policy compliance, and control.

Apply business rules and fraud checks before data moves to your core systems.

  • Rule-based validation (coverage limits, effective dates, premium amounts).

  • Automated cross-checks against existing policyholder databases.

  • Flagging discrepancies for manual review (Human-in-the-loop).

Send trusted data to your core insurance ecosystem.

Once validated, Scan2x delivers data directly to the systems that run your business.

  • Integration with Core Insurance Systems, CRM, and ERPs.

  • Secure APIs and pre-built connectors for document management systems.

Outcome: Clean, compliant data flows directly into claims or underwriting queues. No manual re-entry.

Turn operational data into actionable intelligence.

Gain visibility into your processing pipeline and adjuster performance.

  • Real-time dashboards for claims volume and processing bottlenecks.

  • Operational KPIs: Time-to-settle and accuracy rates.

  • Full audit trails for compliance with insurance regulators.

Continuously improve efficiency and lower Loss Adjustment Expenses (LAE).

Scan2x learns from every claim and policy processed.

  • Machine learning models improve extraction accuracy with usage.

  • Workflow optimisation based on straight-through processing (STP) trends.

Result: Lower operational costs, higher accuracy, and faster payouts for your policyholders.

 An intelligent workflow designed for modern financial operations

From data ingestion to real-time insights — fully automated, secure and compliant.

Collect insurance data from any channel.

Bring all incoming policy and claim information into Scan2x—regardless of how it arrives.

  • Documents: Claim forms, medical reports, police records, proof of loss, KYC.

  • Channels: Mobile app uploads, broker portals, emails, and physical mail.

Why it matters: Eliminates fragmented inputs; Scan2x centralises all data at the point of entry to kickstart the claim or policy journey.

Extract and structure data using AI.

Transform unstructured insurance documents into actionable digital data.

  • AI-powered OCR for handwritten claim forms and diverse invoice formats.

  • Automated classification: Instantly distinguish between a policy renewal and a new claim.

Examples: Policy numbers, incident dates, loss amounts, claimant details, ICD codes (medical).

Ensure accuracy, policy compliance, and control.

Apply business rules and fraud checks before data moves to your core systems.

  • Rule-based validation (coverage limits, effective dates, premium amounts).

  • Automated cross-checks against existing policyholder databases.

  • Flagging discrepancies for manual review (Human-in-the-loop).

Send trusted data to your core insurance ecosystem.

Once validated, Scan2x delivers data directly to the systems that run your business.

  • Integration with Core Insurance Systems, CRM, and ERPs.

  • Secure APIs and pre-built connectors for document management systems.

Outcome: Clean, compliant data flows directly into claims or underwriting queues. No manual re-entry.

Turn operational data into actionable intelligence.

Gain visibility into your processing pipeline and adjuster performance.

  • Real-time dashboards for claims volume and processing bottlenecks.

  • Operational KPIs: Time-to-settle and accuracy rates.

  • Full audit trails for compliance with insurance regulators.

Continuously improve efficiency and lower Loss Adjustment Expenses (LAE).

Scan2x learns from every claim and policy processed.

  • Machine learning models improve extraction accuracy with usage.

  • Workflow optimisation based on straight-through processing (STP) trends.

Result: Lower operational costs, higher accuracy, and faster payouts for your policyholders.

Scan2x Agility Section

How It Works

A simple three-step approach that covers the full Scan2x lifecycle
Connect

Connect

Your data sources and systems

Try for Free
Configure

Configure

Rules and workflows

Try for Free
Simplify

Automate

Analyse and optimise in real time

Try for Free

Scan2x in action: Financial Case Studies

Horizontal Icon Buttons
Icon 1

Insurance

Software

Read More

Join 100+ Organisations Optimising Their Document Workflows with Scan2x.

Download Free Trial

Download a free trial version of the Scan2x Windows installation by filling out the form below and clicking the download button. The trial license is a full 60-day licence. An email with an activation key will be sent to you immediately after downloading.

Join 100+ Organisations Optimising Their Document Workflows with Scan2x.

Download Free Trial

Download a free trial version of the Scan2x Windows installation by filling out the form below and clicking the download button. The trial license is a full 60-day licence. An email with an activation key will be sent to you immediately after downloading.
×

Download Free Trial

Download a free trial version of the Scan2x Windows installation by filling out the form below.