Uploading Insurance Documents with OCR and Validation
- Maria Tarnopolskaya (Unlicensed)
- Anastasia Medovkina (Deactivated)
When you upload an Acord 25 insurance document, the Optical Character Recognition (OCR) technology automatically extracts information and populates it into the needed fields. After that, you should check the correctness of the information entered and submit it to the client. You also will be able to edit the insurance information later.
Tip!
If you have already uploaded insurance for any of your clients, you can copy the insurance document and its details to the selected client.
- In the Commerical General Liability insurance type, select the client in the Copy From drop-down and apply the insurance document and its details to the current client.
The OCR detects an Acord 25 insurance certificate. You can upload it on the Insurance Documents page.
- In the upper right corner of the page, click Upload Insurance Doc.
If you already have a valid insurance document on the page but want to add a new one, click the Edit button, then click Upload Insurance Doc.
Click Choose PDF to Upload and select a file in the .pdf format.
The OCR technology can detect only Acord 25 insurance certificates. If you upload other documents, they will be attached to the selected insurance types, but you will have to manually fill out the information from the uploaded document.
Select the checkboxes to specify to what insurance types your .pdf file relates and click Apply File.
Depending on the insurance types you selected in Step 3, the OCR will fill them out accordingly. Your document will be attached to the selected insurance type(s).
Click the Arrow icon next to an insurance type to show or hide information about it.
Check the correctness of the information entered in each section.
While ServiceChannel strives for accuracy, we recommend reviewing the information entered before submission. ServiceChannel cannot be held responsible for any inaccuracies.
Review what information does not comply with the client’s requirements and make necessary changes, if possible.
If any field does not meet the client’s requirements, you will see the red text next to it.
The file you uploaded is located at the bottom of each insurance type section.
To submit your insurance types, read Submitting Insurance Documents to the Clients.
