Retail agency
Renewal packet with five years of loss runs
- Situation
- A contractor renewal arrives as one 38-page PDF: ACORD 125, 126, and loss runs from two carriers.
- What PacketSlip does
- Each document type is detected, applicant and coverage fields are extracted, and loss run totals are captured per policy year with page references.
- Outcome
- The account manager reviews structured data instead of re-keying it, and clicks any value to see the original page.