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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

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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 Insurance Environments

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Secure handling of customer and policy data

Sensitive customer, claims and policy data is processed in full compliance with GDPR and insurance regulations.

Full audit trails across every document

Every action is logged and traceable, giving complete visibility across claims, policies and compliance workflows.

Secure integration with claims and policy systems

Connect seamlessly with your existing systems while keeping all data encrypted and protected at every stage.

Controlled approvals for exceptions and high-risk cases

Automatically route exceptions to authorised users, ensuring critical decisions remain under human control.

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

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Insurance 1

Claims and Risk Management

Connectivity

Compliance and Audit Management

Compliance risk

Customer Satisfaction and Service Turnaround

Visibility

System Integration and Legal System Constraints

Slow approvals

Slow Approval & Turn Around Times

Built for Regulated Insurance Environments

Flip Icon Cards - Compact

Secure handling of customer and policy data

Sensitive customer, claims and policy data is processed in full compliance with GDPR and insurance regulations.

Full audit trails across every document

Every action is logged and traceable, giving complete visibility across claims, policies and compliance workflows.

Controlled access to sensitive insurance data

Ensure teams only access the data relevant to their role, reducing risk and maintaining compliance across departments.

Secure integration with claims and policy systems

Connect seamlessly with your existing systems while keeping all data encrypted and protected at every stage.

Controlled approvals for exceptions and high-risk cases

Automatically route exceptions to authorised users, ensuring critical decisions remain under human control.

Scan2x by Department

Teams Benefits Section
Management

Claims Department

  • Capture claims from any source instantly
  • Extract and validate claim data automatically
  • Detect fraud risks early with structured workflows.
  • Route claims to adjusters for faster decisions.
Compliance

Compliance and Risk Department

  • Maintain secure, compliant document storage
  • Track every action with full audit trails
  • Retrieve documents instantly for audits
  • Stay ready for regulatory inspections
IT

Finance and Accounting

  • Extract data from invoices and financial documents
  • Automate expense and approval workflows
  • Keep financial records organised and accessible
  • Support audit-ready documentation
Shared Services

Administration

  • Digitise onboarding documents instantly
  • Extract and validate key customer data
  • Manage full policy lifecycle documentation
  • Streamline internal document workflows

Process Every Insurance Document Automatically

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 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.

Scan2x Agility Section

How It Works

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

Connect

Your data sources and systems

Talk to Us Today!
Configure

Configure

Rules and workflows

Talk to Us Today!
Simplify

Automate

Analyse and optimise in real time

Talk to Us Today!e

Scan2x in action: Insurance Case Studies

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Join 100+ Organisations Optimising Their Document Workflows with Scan2x.

See Scan2x process your documents live.

Fill out the form below and one of our professional team members will be in touch to help you get started with your free demo.

Join 100+ Organisations Optimising Their Document Workflows with Scan2x.

See Scan2x process your documents live.

Fill out the form below and one of our professional team members will be in touch to help you get started with your free demo. n>
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