Insurance Document Automation: Why Manual Policy Review is Bad Policy
- jpalhinhas
- Oct 24
- 3 min read
Updated: Nov 21
Insurance companies handle an immense volume of documents that continues to grow at an overwhelming pace every year. Policy documents, claims, renewals, endorsements - the list goes on. And for many insurers, much of the process of reviewing these documents is still manual. Implementing insurance document automation can dramatically improve efficiency, accuracy, and compliance.
During our recent Encore webinar, Why Manually Reviewing Policies is Bad Policy, our team walked through the risks of relying on outdated methods and showcased how automation is transforming the way insurers manage policy reviews.
What is Insurance Policy Automation?
Insurance policy automation uses modern content services and AI-driven capabilities to streamline how carriers manage the documents, data, and workflows involved in reviewing insurance policies.
With policy review automation, insurers can automate the full lifecycle of policy content — from intake and classification to extraction, storage, and retrieval — so teams spend less time on manual document handling and more time on customer service.
Why is Insurance Document Automation So Important?
Jeff Bouthillier, Head of Product at Encore, pointed out, most of us have signed more policies than we’ve ever read word-for-word. And that’s exactly the problem:
Human review is inconsistent. With hundreds of pages per policy, it’s easy to miss critical details.
It’s slow and costly. Teams spend hours combing through documents, delaying underwriting and customer onboarding.
Compliance risks rise. Missed clauses or regulatory requirements can create major financial and reputational consequences.
Manual review simply doesn’t scale in any insurance environment.
Policy review automation helps insurers streamline processes, reduce errors, and accelerate decision-making.
How Insurance Document Automation Helps Insurance Companies
Bob Messegee, Head of Engineering at Encore, explained how document automation technology is streamlining insurance workflows. By leveraging AI and content automation, insurers can:
Automate extraction of key data from policies and endorsements.
Flag exceptions for human review, reducing wasted effort.
Ensure consistency and compliance across all policies.
Free up employees to focus on higher-value work like customer service and risk assessment.
Automation doesn’t replace people. It needs to support them. It makes sure employees spend less time digging through paperwork and more time solving problems and serving customers.
Real-World Use Case: Encore’s Insurance Policy Management Software in Action
During the session, we demonstrated how Encore helps insurers handle policy reviews more effectively. With our platform, insurance teams can:
Upload documents of any size or format.
Let the platform automatically pull out the important details
Automatically categorize and tag policy details.
Identify discrepancies or missing information in seconds.
Generate clear, actionable outputs that speed up decision-making.
This kind of platform is already saving insurers time, cutting costs, and helps insurers stay compliant without burning out their teams.
Why It Matters for Insurers Today
The insurance industry is at a crossroads. Customer expectations are higher than ever, regulatory demands keep evolving, and competitors are embracing digital transformation. Manual processes just can’t keep up.
By automating document review, insurers can:
Accelerate policy issuance
Improve accuracy and compliance
Deliver a better customer experience
Watch the Recorded Webinar
In this webinar, you’ll see the live demo, hear real-world insights, and learn exactly how Encore is helping insurers modernize policy review.
Watch the webinar now to see how you can streamline your insurance processes with smarter automation.
Policy Review Automation for Better ROI
As we said in the beginning, manual review is bad policy. Policy automation will improve your insurance operations and performance.
