Scan a document with AI
Upload a document and let AI pull out the key fields.
- 1On a sub's compliance card, click Upload/Update for a document type.
- 2Use Scan with AI and choose the PDF or image.
- 3The AI fills in expiry date, status, and coverage details (limits, policy number, license number, etc.).
- 4Review the fields and Save.
Documents uploaded by a sub through a request link are scanned automatically too.