Last updated

May 19, 2021

Tags

Email

Salesforce

ACORD forms

Application forms

Auditing

Insurance

Human-in-the-loop

Recipes are coming soon.


In the meantime, sign up for Impira now to start automating data entry with OCR and AutoML.

Upload emailed insurance forms into Salesforce

Use this recipe to forward emails with attached PDF forms or images to Impira and automatically populate customer records in Salesforce. You’ll be up and running in less than 5 minutes.

Processing insurance forms including ACORD forms, proof-of-income, loss runs, claims, and more in a timely and efficient manner is crucial to running your business. Attaching and reviewing them manually in Salesforce is a big pain that is both costly and difficult to scale.

Impira AutoML technology allows you to set up a machine learning model in less than 5 minutes that can automatically recognize forms and extract data from them with incredibly high accuracy, saving you hours of precious time and allowing you to process hundreds or thousands of forms in real-time.

These forms often arrive through email, which you can simply forward to Impira. In addition, Impira offers direct upload and an API to support other workflows.

You can train Impira to extract data from any insurance form with just a few clicks in the UI. This includes standard forms like ACORDs, or even your own custom forms with handwriting, checkboxes, and radio buttons.

Impira calculates a confidence score for each form, which you can use to automatically route low confidence predictions to a human-in-the-loop.

Finally, you can automatically send this data to Salesforce and attach it to the relevant customer records and automatically fill-in fields to speed up your audit processes.

This recipe sets up all the pieces for you, so you can get started right away.

Automate your workflow with AI, today.