Recordya USE Case Scenario

Faster analysis of policies, applications, and insurance documentation

Recordya supports customer service, claims handling, and compliance teams by automating information retrieval from insurance policies, terms and conditions (OWU), and audit reports.
INDUSTRY
Insurance documentation management
DOCUMENT TYPES
Policies, terms and conditions (OWU), addenda, claims reports, audit reports, forms, correspondence, brokerage agreements, and reinsurance agreements.
Recordya helps insurance organizations manage vast collections of documents – from policies and terms and conditions (OWU) to audit reports. Thanks to intelligent content search and contextual analysis, it significantly accelerates customer service processes, reducing workload and increasing information transparency.
Insurance companies process thousands of documents every day – from policies and addenda, through claims reports, to audit and regulatory reports. In the flood of data, finding a specific record can take many minutes, slowing down customer service and decision-making processes. Recordya automates document search, allowing users to instantly find the information they need in any format and from any source.

How does Recordya help?

Recordya automates information retrieval in insurance documents. Thanks to RAG (Retrieval-Augmented Generation) technology, a user can ask a question in natural language, and the system will find the answer within seconds, indicating the exact fragment in the original document.

This allows customer service teams, claims handling teams, underwriting teams, and legal departments to gain faster access to key data — without the need to search through multiple systems and folders.

Key benefits for the insurance sector

  • Faster customer service – instant retrieval of records in policies and agreements,
  • Error reduction – elimination of the risk of mistakes in document interpretation,
  • Support in claims handling processes – automatic retrieval of information about coverage scope, exclusions, and policy histories,
  • Data security – full control over the processing of confidential documents,
  • Better reporting and audits – quick access to data required for analyses and internal controls,
  • Higher team efficiency – less time spent on routine tasks, more time for advisory and strategic activities.

Examples of Recordya applications in insurance

  • instant retrieval of records in general insurance terms and conditions (OWU),
  • analysis of policies and addenda in terms of coverage scope,
  • preparation of reports for audits and internal controls,
  • supporting claims adjusters in quick access to customer documentation,
  • handling customer inquiries regarding the status of claims, premiums, and documentation,
  • analysis of reinsurance documents and intercompany partnership agreements.

Document types

  • Insurance policies and addenda,
  • General insurance terms and conditions (OWU) and attachments,
  • Customer forms and applications,
  • Claims reports and photographic documentation,
  • Audit and compliance reports,
  • Reinsurance and brokerage agreements,
  • Correspondence with customers and partners.

Industries that can benefit

  • Insurance companies – quick access to information about policies and customers,
  • Brokers and agents – easier searching of offer terms and comparison of insurance coverage scopes,
  • Legal and compliance departments – analysis of regulatory and audit records,
  • Reinsurance companies – management of contract documentation,
  • Customer service and claims handling centers – immediate responses to customer and partner inquiries.

Why is it worth it?

In an industry where every minute of customer service and data accuracy matters, Recordya provides a competitive advantage. It enables instant access to key information, supports regulatory compliance, and increases the efficiency of entire teams.

Recordya makes working with insurance documentation faster, safer, and more transparent.

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From documents to decisions in seconds

Recordya turns millions of pages of documents into concrete answers that support day-to-day work in HR, finance, legal, R&D and procurement