Every quote PDF, certificate, claim photo and carrier letter — captured, classified, extracted by AI, indexed against the policy it belongs to. Searchable in seconds. Retained to the regulator's clock.
Drop a PDF. Aron does the rest.
Inbound email, scan, upload, carrier portal download, mobile photo. Every channel terminates in the document layer.
AI identifies what the document is — quote, schedule, certificate, FNOL, invoice — and extracts the structured data into the policy record.
Full-text indexed, linked to the right policy, party and event. Retention rules per category. Auto-archive on lapse. Auto-purge after the statutory clock.
Capabilities most generic document tools don't ship.
Upload a competitor's policy PDF — Aron pulls coverages, limits, premiums and exclusions into structured fields. No re-typing.
Documents are filed under the policies, parties and events they relate to — not in a separate folder system. One click takes you from the policy to every document.
Insurance-specific document classes (quote, schedule, certificate, FNOL, IDD docs, claim correspondence) detected automatically and routed.
Find every policy with a specific exclusion clause. Find every claim that mentions a specific vehicle. Find them in seconds, with OCR across scanned documents.
Per-category retention rules (claim files, IDD docs, accounting). Automated archive on lapse, automated purge at statutory end-of-life.
Share a policy schedule with a customer via short-lived signed URL. Share a claim file with a loss adjuster with scoped access. Every share is logged.
An insurance document belongs to a policy, a party, a claim, a producer — not just a folder. Aron models that natively.
A good DMS doesn't just store the PDF — it pulls the data out, so you can quote, advise and audit without reopening the document.
Insurance has document retention rules that vary by category and jurisdiction. Aron enforces them automatically.
Documents drop into Aron via the same email/scan/upload your team already uses. The 'process' doesn't change — the system gets smarter.
Both. The same data model serves an MGA-on-carrier-paper setup, a multi-mandate brokerage, and a small agency. Permissions and retention rules adapt to context.
Policy schedules, quotes, certificates, FNOL forms, claim correspondence, IDD documents, invoices. Confidence scores are exposed — low-confidence extractions are surfaced for human review.
Yes. We import bulk archives with their existing classification, re-index them, and re-link them to the appropriate policies and parties.
Yes — AES-256 at rest, TLS in transit, signed time-limited URLs for shares. Customer-managed key options available for larger tenants.
Yes. Retention is configured per document class and per jurisdiction. Default templates cover the major European regimes; bespoke rules are configurable.
Yes — full-text plus semantic search across the document corpus. Find every claim that mentions 'water ingress through skylight', not just the exact phrase.
Bring a sample policy document from another carrier. We'll show you extraction, classification and indexing — live.