Inbound Document Processing for Insurers

Inbound document processing for insurance workflows

Tackle your document intake chaos with reliable PDF processing

Turn messy customer uploads from photos, scans, and email attachments into usable and compliant formats. Integrate high-volume conversion, merging, optimization, and OCR capabilities to produce PDFs that move through review, storage, and data-extraction steps without disrupting your systems.

Integration with existing systems for large-scale automation
Developer components built for granular control
On-premise or self-hosted cloud deployment options
Expert guidance and technical support

Trusted by industry leaders

Why insurers choose Pdftools?

Leading insurance providers rely on Pdftools to automate document-heavy processes, minimize manual effort, and support consistent claims and policy operations, improving compliance and security across their workflows.

Efficient claims and policy management

Automate document intake and processing with OCR searchability and structured workflows. Support claims teams, policy applications, and inbound records with accurate, consistent document handling.

Compliant long-term archiving

Convert documents to PDF/A, validate compliance with industry standards, and securely store records for audit readiness and long-term retention

On-premise deployment and flexible integration

Run Pdftools on-premise for full control over sensitive data, and integrate with email servers, watched folders, or custom APIs to automate document ingestion at scale.

PDF solutions for the insurance sector

Workflow automation

Enterprise-grade workflow automation for document processing

Streamline document processing with automated workflows using email, watched folders, or APIs. The Conversion Service enables you to archive, assemble document packages, convert, create dossiers, manage metadata, sign, and stamp documents, allowing you to customize processing to your needs.

Convert

Convert files at scale

Convert a variety of file types to suit your needs. Our solution handles conversions from Microsoft Office documents, such as Word, Excel, and PowerPoint, to image files, PDFs, PDF/A, emails, and even ZIP or text files. Perform fast and precise conversions at scale.

Merge and split

PDF document merging and splitting

Assemble pages from one or more PDF inputs and images into any combination of PDF outputs.

Compress and optimize

PDF compression and optimization

Handle PDFs efficiently with advanced compression and optimization in various workflows, including Archive and Conversion. Choose between faster processing and smaller file sizes, depending on your requirements.

PDF/A

PDF/A conversion and validation

Convert documents into PDF/A-1, PDF/A-2, or PDF/A-3 formats for secure, long-term storage. Remove prohibited elements, such as embedded scripts, and apply required metadata to ensure documents remain safe, accessible, and compliant over time.

OCR

Powerful OCR for searchable PDFs

Enhance PDFs with Optical Character Recognition (OCR) to make text extractable from images, scans, or image-based documents. Powered by the ABBYY FineReader Engine, OCR supports configurable languages and processing modes, adding a searchable text layer to PDFs without altering their appearance.

What our customers are saying

Customer story

Life insurance Society banks on the ISO long-term storage format PDF/A

ALTE LEIPZIGER Life Insurance Society processes and archives 15 million documents annually. Our conversion solution ensures low costs and high throughput for seamless operations.

Customer story

Central conversion solution ensures quality of more than 90,000 documents daily

Suva faced challenges with PDFs from different source systems and standards, requiring a centralized conversion solution for efficient document management.

Join thousands of businesses who trust Pdftools

Swiss precision meets decades of PDF expertise. From shaping industry standards to developing high-performance PDF technology, companies across industries use our solutions to process millions of documents daily.

Process documents swiftly with the highest quality output

Get expert guidance and support from the Pdftools team at every step

Choose the plan that fits your needs or get a custom quote