Faster Time to Market | AI Powered Automation | Reduce Operating Costs | Scale with Confidence
Turn insurance documents, emails and data into quotes, answers and automated actions.
iDA is EnsurTek’s AI-powered digital assistant, purpose built for insurance. It captures and validates risk data, answers questions from approved insurance content, supports product configuration and automates operational workflows.
From quotation and underwriting to policy administration, renewals and reporting, iDA works alongside your team to reduce manual effort, improve accuracy and accelerate insurance processes.
Intelligent Risk Data Capture • Insurance Knowledge • Policy Comparison • Multi Quote Automation • Workflow Automation • Operational Assistance
iDA - Intelligent Digital Assistant
iDA Capabilities
01 Intelligent Risk Data Capture
Turn documents and emails into structured insurance data
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Extract data from PDFs, Excel files and emails
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Recognise different proposal form formats
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Validate information against configured rules
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Identify missing or inconsistent information
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Map data to the correct product fields
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Create or update quote records
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Retain source documents for audit
02 Knowledge and Companion
Get clear answers from approved insurance content
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Summarise quotes, policies and PDSs
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Answer contextual policy questions
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Explain cover, exclusions, limits and excesses
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Read wordings, endorsements and guides
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Provide references to source content
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Support multiple languages
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Apply your branding and terminology
03 Email-to-Workflow Automation
Convert incoming emails into governed actions
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Read incoming emails and attachments
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Identify customer and policy references
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Understand the request and its context
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Extract relevant information and documents
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Create and assign operational tasks
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Route referrals to authorised users
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Trigger notifications and follow-ups
04 Workflow Automation
Help your team complete insurance processes faster.
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Create and process quotes
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Prepare and route underwriting referrals
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Support renewals and policy changes
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Capture and triage FNOL submissions
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Generate and process documents
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Automate notifications and communications
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Escalate exceptions for human review
05 Product Configuration
Accelerate insurance product configuration and maintenance.
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Analyse product specifications
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Identify questions and required fields
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Define validation requirements
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Assist with underwriting rules
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Support rating and document configuration
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Generate product test scenarios
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Assist with product updates and versioning
06 Policy Comparison
Identify important differences between policies in minutes.
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Compare coverage and benefits
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Identify exclusions and conditions
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Compare limits and sublimits
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Review excesses and deductibles
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Highlight endorsement differences
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Compare definitions and obligations
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Present results side by side
07 Multi Quote Automation
Capture risk information once and obtain multiple quotes.
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Extract risk information once
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Map data to insurer requirements
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Submit requests to multiple insurers
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Track successful and referred quotes
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Consolidate premiums and coverage
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Summarise key terms and conditions
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Present options for comparison
08 Task Automation
Remove repetitive work from everyday insurance operations.
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Prepare pre-renewal information
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Create and assign diary activities
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Generate client communications
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Follow up outstanding information
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Organise and classify documents
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Update policy and customer records
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Escalate incomplete or overdue tasks
09 Voice-Controlled Reports
Access insurance information using natural voice commands.
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Retrieve policy and quote information
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Summarise upcoming renewals
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Identify outstanding referrals
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Find incomplete or overdue quotes
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Generate operational summaries
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Compare current and expiring policies
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Access reports using voice commands
Built for Real Insurance Work
Insurance teams spend valuable time reading documents, rekeying risk information, reviewing emails, comparing policies, preparing quotes and completing repetitive administrative tasks.
iDA transforms this work into faster, structured and governed digital processes.
It can read insurance documents, understand their context, extract relevant information, answer questions and initiate the appropriate action, all while keeping your people in control.
Extract and validate information from PDFs, spreadsheets, proposal forms, emails and attachments.
Capture
Interpret policy wordings, PDSs, underwriting guides, quotes, endorsements and operational instructions.
Understand
Provide contextual answers, summaries and insights to underwriters, brokers, claims teams and customers.
Assist
Create quotes, populate systems, initiate tasks, route referrals, prepare renewals and automate workflows.
Act
What Our Customers Say :
"Ausure has deployed automated quoting through an iDA developed in partnership with EnsurTek and 247 Systems, enabling brokers to quote up to 250 residential properties per day a task that previously consumed significant manual effort. This Robotic Quoting solution, integrated with Steadfast’s Insight platform and SCTP, delivers major efficiency gains, saving brokers around 18 minutes per quote and reducing input errors."