Document processing
Applications, loss runs, statements, and filings read by AI, validated against your rules, and written into your management system.
Olvoma · Industries · Finance & Insurance
Paperwork at machine speed. Judgment where it belongs.
Agencies and firms run on documents: applications, statements, renewals, filings. We build systems that read, check, and file them — and leave the decisions to the people licensed to make them.
01Where the day goes
The hours nobody budgets for
Applications
Data gets keyed from PDFs into three systems, and every re-key is a chance to bind the wrong thing.
Renewals
Renewal dates live in a spreadsheet, and the follow-up happens when somebody remembers — sometimes after the client heard from a competitor.
Compliance
Reports get assembled by hand at quarter-end from systems that don't agree with each other.
Requests
Certificates, statements, and status questions interrupt licensed staff all day — work an assistant, or software, should be doing.
Licensed people doing clerical work is the most expensive process in the building.
02What we build here
Built for finance & insurance
Renewal and follow-up engines
Every date tracked, every touch scheduled, every client contacted on time — with your team stepping in only where a conversation matters.
Client request automation
Certificates, standard letters, and status answers produced on request, correctly, without pulling a producer off the phone.
Compliance reporting
The quarter-end assembly turned into a button: data pulled from the systems of record, checked, and formatted the way the regulator wants it.
03Example systems
Systems we would put in
Honest examples, not case studies: this is what a first working system typically looks like in finance & insurance, and the effect we'd agree to measure it by.
Submission intake line
Incoming applications parsed, checked for completeness, and entered — with missing-info requests sent automatically and exceptions queued for a person.
The point
Days of intake become same-day
Renewal radar
A system that owns the renewal calendar: notices, quotes ordered, clients contacted on schedule, and a dashboard of what's at risk this month.
The point
Renewals stop leaking to whoever called first
Book-of-business dashboard
Production, retention, and commissions reconciled across carriers and systems — live, with drill-down to the policy level.
The point
The book visible without the quarter-end ritual
04Integrations
We connect to what you already run
We don’t ask you to change your system of record. We connect to it — through an API, EDI, or direct data access. And where the integration doesn’t exist, we build it.
Works alongside
- Applied Epic
- EZLynx
- AMS360
- HawkSoft
- Salesforce
- QuickBooks
- NetSuite
- Sage Intacct
- DocuSign
- Stripe
05How we work
Product speed, engineering quality
- 01
Learn the operation
We sit inside the process and watch how it runs today — the steps, the exceptions, the judgment calls, and every tool it passes through.
- 02
Show a working version
Not a mockup and not a deck. The first version you can actually use, in weeks rather than quarters.
- 03
Put it into real work
The system goes into your environment and connects to what you already run. It takes the routine path and hands the rest to a person.
- 04
Measure, then extend
We agree what better means before we start — time, errors, throughput — and report against it. The next process begins once the first one has earned it.
06Questions we hear
Fair questions
Can AI touch regulated decisions?
It shouldn't, and in our builds it doesn't. AI prepares — reads, checks, drafts, files. Licensed people decide. The boundary is written into the system, with an audit trail on both sides.
Where does our data live?
In your environment, under your access rules. Every automated decision is visible, explainable, and reversible, and the code, data, and documentation belong to you.
We're a small operation. Is this for us?
Our default client is a real operation, not an enterprise. If a process eats hours every day, the math usually works from a handful of people up.
What does this cost?
A first working system is a fixed-scope, fixed-price project — you know the number before we start. We agree what better means (time, errors, throughput) and report against it.
Start with the process that costs you most
Tell us about the work your team dreads. We'll come back with what a working system would look like — and what it would take to prove it.