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Premium Financing · Xignifi Agent

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Document Extraction Agent. Why are teams still looking for it?

The Document Extraction Agent automatically extracts critical financing, policy, and borrower information from emails, PDFs, ACORD forms, and supporting documents.

Turn document-heavy workflows into structured, decision-ready intelligence without manual review.

See it in action

94%

Straight-Through

< 45s

Processing

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Why are teams still re-keying data across multiple systems?

Every submission contains valuable information, but most operations teams still spend hours reviewing documents, locating fields, and manually entering information. The result is slower processing, inconsistent records, and valuable expertise wasted on repetitive work.

ACORD formsLoss runsPDFsSpreadsheetsSupporting documentation

Every document becomes another manual task before a decision can be made.

See Document Intelligence

What it does

What if every document became structured data automatically?

No more searching through pages of attachments or copying information between systems. The agent extracts, validates, and structures information instantly.

Extracts key business information

Captures borrower details, policy information, financing data, and operational fields automatically.

Understands multiple document types

Processes emails, PDFs, ACORD forms, spreadsheets, and supporting documents.

Identifies missing or inconsistent information

Flags gaps before they impact downstream workflows.

Creates structured records

Converts unstructured documents into clean, usable data.

Delivers decision-ready intelligence

Provides underwriting and operations teams with information they can act on immediately.

How it works

From document overload to decision-ready data.

Every document follows a structured path from ingestion to intelligence. The result is faster processing, improved accuracy, and less operational effort.

Step 1

Capture

Pulls documents from every submission channel, inbox, portal, or repository.

Step 2

Extract

Reads ACORD forms, PDFs, and emails to pull out key business fields automatically.

Step 3

Validate

Flags missing, inconsistent, or low-confidence data before it moves downstream.

Step 4

Structure

Converts extracted fields into clean, structured records ready to act on.

Outcomes

More intelligence.
Less manual work.

Eliminate repetitive document reviews and give teams access to information instantly. Scale document processing without increasing operational overhead.

  • Faster document processing
  • Reduced manual extraction
  • Improved data quality
  • Greater operational efficiency
  • Faster underwriting support
  • Better decision-making

Built for teams managing thousands of documents.

Xignifi combines document intelligence, decisioning, and workflow orchestration into a single agentic platform. Instead of simply extracting text, the Document Extraction Agent understands context, validates information, and prepares every submission for the next stage of execution.

FAQ

Frequently asked questions

A Document Extraction Agent automatically extracts critical information from emails, PDFs, ACORD forms, policy documents, financial statements, and other supporting documents, converting unstructured content into structured data.

The agent can process ACORD forms, loss runs, policy documents, financial statements, emails, spreadsheets, PDFs, and other submission-related documents commonly used in premium financing workflows.

By eliminating manual document review and data entry, the agent reduces processing time, improves accuracy, and allows teams to focus on higher-value underwriting and decision-making activities.

Yes. The agent automatically validates extracted data and flags missing fields, inconsistencies, and potential data quality issues before they impact downstream workflows.

The agent provides structured, decision-ready information that underwriters can review immediately, reducing the time spent searching through documents and preparing submissions.

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