What is Document AI?
Document AI is Sembley's intelligent document extraction feature that automatically analyzes insurance documents and extracts relevant information to populate your submissions. This tool supports documents ranging from policy declaration pages and loss runs to excel spreadsheets and ACORD forms or even photos.
How to Use Document AI
Step 1: Upload Documents
Navigate to any submission where you want to import document data
Click the "Documents" tab in your submission
Upload documents by either:
Dragging and dropping files into the upload area
Clicking "Upload" to select files from your computer
Step 2: Document Analysis
Once uploaded, Document AI will automatically:
Analyze the document content
Categorize the document type
Extract relevant information
During this process, you'll see a progress indicator showing the status of the analysis.
Step 3: Importing Data
Importing General Submission Data
After analysis is complete, you'll see a list of meaningful information that Sembley was able to extract from your documents. You can review and import the data points that you want into your submission intake. If you don't want to import a particular data point, just unselect it.
Importing into Specific Tables
You can also import documents into particular tables. For instance, you may want to import an SOV spreadsheet into your Premises table. Or you may want to import a bunch of photos of driver's licenses into the Drivers table. In either case:
Navigate to the specific table you want to populate (e.g., Policies, Claims, Vehicles)
Click the "Import" button in the table
Select the relevant documents to import from or upload a new document
Review and align the headers or data point titles in the document you uploaded with the headers in the table in Sembley
Click import
Editing, Previewing, Downloading, Etc.
In addition to importing data, you can manage your documents from the Documents tab. Here you'll find options to edit, preview, download and delete your documents.
If you uploaded an ACORD form, you can also perform a more advanced data extraction by using our ACORD Import tool.