Insurance Document Assistant
A tool for pulling useful information out of insurance documents and answering the kinds of questions that account teams and underwriters ask every day - with sources you can actually check.
The problem
Insurance teams spend a huge amount of time reading through fragmented documents, pulling out key terms, and answering the same recurring questions across submissions, policy materials, endorsements, and loss information. I've watched this happen across every brokerage and carrier environment I've worked in. The documents are inconsistent, the information is scattered, and people reconstruct context from scratch every time.
What this builds
Given a set of sample insurance documents, the assistant helps you find the relevant sections, answer structured questions, cite the source text it used, and flag where information is uncertain or missing. It's draft support - not a final answer machine.
MVP scope
- Ingest a small set of mock insurance documents
- Chunk and index documents for retrieval
- Answer a fixed set of high-value questions
- Return source references
- Surface a basic confidence or caveat note
Example questions
- What coverage limits are referenced in the document set?
- Are there exclusions or endorsements that appear material?
- What loss history details are available?
- Which sections mention deductibles, waiting periods, or sublimits?
- What information appears incomplete or ambiguous?
Boundaries
This tool supports analysis. It doesn't make coverage decisions. Any legal, coverage, or client-facing interpretation still requires a human. Outputs show their sources wherever possible, and everything runs on mock or synthetic data.
What's next
Adding an evaluation set for answer quality, comparing retrieval strategies, supporting structured field extraction, and testing different prompting approaches.