Building Document Processing Pipelines for Insurance Agents

Agents supporting insurance underwriting, policy review, and claims processing need accurate, structured data from policies, loss runs, and supporting documents. That means interpreting tables and form fields correctly, extracting the details each workflow needs, and knowing which results can be used automatically and which need human review.

Join LlamaIndex Solutions Architect Abrar Mahi to learn how to build document processing pipelines with LlamaParse and Extract. Using insurance documents, you’ll learn how to:

• Parse tables, forms, and scanned documents while preserving the relationships between fields, labels, and values.
• Define extraction schemas to capture policy details, property information, and claims history.
• Use citations and bounding boxes to verify extracted values against the original document.
• Combine confidence scores with validation rules to route uncertain results for human review.

We’ll bring these steps together in a working pipeline, using classification and splitting where needed to prepare and route documents.