Streamline Insurance Policy reviews using AI-powered DocuMine, saving time and improving efficiency.
What is DocuMine?
DocuMine eliminates the tedious task of manually searching through large volumes of documents. You can ask specific questions to receive precise answers. DocuMine automatically suggests answers to your questions and creates references to the relevant numbers, text, or sentences.
By replacing manual work with AI, users can focus on reviewing and validating data while staying in full control.
Why use DocuMine for Insurance Policy reviews?
Insurance Policy reviews can be complex and time-consuming, requiring a detailed understanding of terms, coverage limits, exclusions, and responsibilities. Traditionally, reviewers must read through lengthy policies manually, making the process prone to oversight and inefficiencies.
DocuMine transforms the way you review Insurance Policies by enabling:
Time savings: Automates the search for key provisions and clauses.
Consistency: Provides a standardised approach to analysing policy language across different insurers or clients.
Traceability: Links answers directly to the original clause using Snips, ensuring a clear and auditable trail.
Pre-requisites
DataSnipper v6.2 or later
User Management enabled in Admin
Accelerate or Elevate DataSnipper package
Access to the internet
Video tutorial
What the video covers
The video walks through an Insurance Policy review in DocuMine: preparing the policy documents, defining questions in Excel, running DocuMine, and validating the AI-generated answers against their source clauses.
Example workbook
An example workbook for Insurance Policy review is shown in the video, including all of the listed questions and source documents.
Step-by-step guide
Step 1: Prepare your Insurance Policy document(s)
Upload your Insurance Policy document(s) to DataSnipper.
Use the Import or Organize buttons to ensure your documents are ready for processing.
Step 2: Define your questions
Write down the specific questions you want answers to in your Excel sheet. Examples:
Which insurance provider issued it?
What risks are covered under the policy?
What are the terms and conditions for renewal?
Refer to example workbooks for common Insurance Policy review questions, if available.
Step 3: Open DocuMine
Click the DocuMine icon in the DataSnipper ribbon in Excel.
The DocuMine pane will appear on the right side of your screen.
Step 4: Select your input questions
Highlight or select the questions you have written in your Excel sheet.
Click Next in the DocuMine pane to proceed.
Step 5: Select your source documents
In the DocuMine pane, select the Insurance Policy document(s) you want to search.
Click Start to begin the DocuMine process.
Step 6: Start your review
Once DocuMine completes the process, click Start Reviewing to review the AI-generated answers in Excel.
Each cell will contain the answers found in the document, along with Snips referencing their source for easy verification.
Step 7: Validate and save
Confirm the accuracy of each answer by reviewing it carefully:
If the answer is correct, click Approve to save it in the designated cell. Approved answers will turn into pink Snips, confirming your review is complete.
If the answer is incorrect, click Reject to discard it. Rejecting an answer removes both the incorrect answer and its associated Snips.
Use Command Bar to efficiently ask a single question in DocuMine. Command Bar is a quick-access feature designed to help you find answers instantly without interrupting your workflow. Ask a single question and search within a specific document without configuring DocuMine. To activate Command Bar, press CTRL + ALT + SPACE.
Step 8: Use Focus Mode for detailed review (optional)
Focus Mode is a dedicated interface in DocuMine designed to help you efficiently review, approve, and reject answers. It simplifies your workflow by displaying one answer at a time while providing full context from the source documents.
Left side: Displays the question, answers, and the reference to the source (Snips).
Right side (Document Viewer): Shows the source document for reference.
Approve or reject: Validate the answers by either approving or rejecting them as needed.
With a clean layout and intuitive controls, Focus Mode ensures you can concentrate on the answers without distractions.
Use shortcuts to speed up your review: X to reject an answer, V to approve an answer, and the arrow keys to navigate between answers.
Simple yet efficient reviews
Reviewing Insurance Policies with DocuMine is fast, structured, and accurate. By automating clause extraction and linking answers directly to their source, DocuMine helps you focus on what matters most: validating terms and ensuring compliance.