USE CASE
Data automation for customer workflows.
Extract key data from submitted documents and turn it into structured inputs for agents, forms, workflows, and downstream systems.
SoterraOne helps teams convert insurance declarations pages, applications, statements, and other structured documents into usable workflow data. Instead of manually reading documents and rekeying fields, agents can review extracted information already mapped to the forms and systems they use to complete quotes, claims, service requests, and follow-up actions.
MANUAL DATA ENTRY
Customer documents contain the data agents need, but not in the format they use.
Insurance declarations pages, applications, forms, and statements often include the key fields needed to complete a workflow. Without automation, agents must manually read the document, identify the relevant values, and rekey them into another system or form.
Reduce Manual Entry
Extract key fields from submitted documents so agents spend less time copying data.
Limit Rekeying
Move document data into usable workflow fields without manually copying values from one system to another.
Reduce Data Entry Errors
Limit mistakes caused by manually reading and retyping policy, coverage, customer, or account details.
Accelerate Workflows
Help service requests, reviews, approvals, and follow-up actions move forward with structured document data.
Receive Content
Customer-shared documents, screenshots, images, forms, and files enter through supported interaction channels.
Extract Key Fields
InsightOne identifies relevant data such as names, dates, account details, policy information, coverage values, amounts, or custom business fields.
Map to Workflow Fields
Extracted values are organized into structured fields that align with the forms, systems, or processes teams use.
Review & Use
Teams can review, confirm, and use the structured data to move service requests, approvals, and follow-up actions forward.
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DATA AUTOMATION WORKFLOW
How data automation works
SoterraOne extracts key information from customer-submitted documents, maps it into structured fields, and makes the data available for agent review, workflow use, and downstream systems.
WORKFLOW AUTOMATION
From submitted document to automated workflow.
SoterraOne extracts the information teams need from customer-submitted documents and maps it into structured workflow fields. Instead of relying on customers to read values aloud or agents to manually rekey data, teams can review extracted information already prepared for the forms, systems, and processes they use.
EXAMPLE AUTOMATED WORKFLOW
Insurance declarations data mapped into an agent workflow.
A customer submits an insurance declarations page. InsightOne identifies relevant policy, coverage, vehicle, customer, and deductible information, then prepares those values for review inside the agent desktop or workflow form.
