Inbound document processing for insurance workflows

Bring consistency to your document intake by turning photos, scans and email attachments into usable, compliant formats. Our high-volume conversion, PDF/A output, merging, optimization and OCR capabilities produce safer, smaller and searchable PDFs that flow through storage, review and data-extraction steps without disrupting your existing systems.

We support the technologies you rely on

Why insurers choose Pdftools

  • Integration with existing systems for large-scale document automation

  • Developer components built for reliable PDF processing

  • On-premise deployment for full control and regulatory compliance

  • Expert guidance for deployment and commercial support

  • Scalable pricing that adapts to different usage levels

Trusted by industry leaders

Benefits for insurance companies

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.

Enterprise-grade workflow automation for document processing
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.

Convert files 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.

PDF document merging and splitting
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 compression and optimization
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.

PDF/A conversion and validation
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.

Powerful OCR for searchable PDFs

See our products in action

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Pdftools SDK

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90-day trial

Conversion Service

Unlock the full potential of automated high-volume processing, designed to meet your unique needs.

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
Process documents swiftly with the highest quality output
Get expert guidance and support from the Pdftools team at every step
Get expert guidance and support from the Pdftools team at every step
Choose the plan that fits your needs or get a custom quote
Choose the plan that fits your needs or get a custom quote