PolicyDock turns your unstructured insurance data — loss runs, claims files, actuarial reports, carrier correspondence — into live management dashboards and business intelligence. Just ask, and the AI builds the chart. On secure private AI.
Traditional business intelligence only shows what's already in a structured database. But the real intelligence in insurance — loss ratios, claims trends, carrier performance — lives in PDFs, spreadsheets, and emails.
Your BI tools demand structured data tables. But loss runs, actuarial submissions, claims reports, and carrier correspondence are all in formats BI can't ingest. So your team builds manual spreadsheets — which are already out of date by the time they're shared.
The CFO wants portfolio roll-up. The underwriter wants line-level loss trends. The broker wants client-specific performance. One static quarterly report can't serve all of them. So most of your intelligence never gets used.
By the time someone has wrangled the data, built the pivot, and shared the deck, the renewal has already been priced. Intelligence is only valuable when it's live — not delivered in a slide pack two weeks later.
No data warehouse. No SQL. No BI team. Just connect your sources, ask your question, and let the AI do the work.
Upload loss runs, claims reports, and actuarial submissions directly. Connect your policy admin system, claims platform, or SharePoint. PolicyDock reads every format your data comes in — PDF, Excel, CSV, or plain text.
Type a question in plain English. PolicyDock reads your connected data sources — every loss run, every claims file, every actuarial report — and builds a live chart in seconds. No SQL. No pivot tables. No waiting.
Configure stakeholder-specific dashboards — the CFO sees portfolio roll-up, the underwriter sees their book by line, the broker sees client-level performance. Each view is live, permissioned, and always current.
PolicyDock reads every source format — structured or unstructured — and keeps dashboards live as data arrives.
PolicyDock connects to your policy admin, claims, and actuarial systems via standard API or MCP — no proprietary integration required. If your platform exposes data, we can pull it into your dashboards and keep it live.
Loss runs in PDF, actuarial submissions in Excel, claims notes in Word — PolicyDock ingests them all, extracts the intelligence, and keeps it indexed and queryable.
Connect to the platforms your teams already use. Documents in SharePoint, emails in Outlook, reports in Teams — all indexed and queryable without moving them anywhere.
PolicyDock has been built around the data-handling standards regulated insurance businesses actually need. The privacy story is short — because it has to be.
Your loss runs, claims files, and actuarial data are never sent to public LLMs and never used to train any AI model. Ever. Not ours. Not anyone else's.
The AI runs on dedicated infrastructure we control. No third-party model providers see your portfolio data, no public APIs are in the loop, no data residency risk.
Each dashboard and data source is access-controlled by role. Brokers see only their clients. Underwriters see only their lines. The CFO sees the roll-up. Nothing bleeds across.
Nine capabilities. All of them pointed at the same goal: turning the documents your team already has into decisions they can actually make.
Type a question — "Show me loss ratio by line for the last three years" — and the AI reads your data and builds the chart. No SQL. No analyst required. No waiting until Friday.
Dashboards update the moment new data arrives. Upload a fresh loss run, sync from a claims system — your numbers adjust in real time, not at month-end when the decision has already been made.
Loss runs, policy admin data, actuarial reports, and claims files — combined into a single coherent picture. No more reconciling three spreadsheets to get one number that everyone trusts.
The CFO sees portfolio roll-up. The underwriter sees their book by line and class. The broker sees their clients. Every stakeholder gets exactly what they need — processed in real time, on secure private AI.
Every insight traces back to the source document. No black boxes. No "the model said so." Your team can interrogate any figure — loss ratio, claims count, premium — and see exactly where it came from.
AI surfaces accounts due for re-rating, re-pricing, or non-renewal before the deadline — with the loss history, pricing trend, and coverage gaps already pulled together. Decisions before the pressure, not during it.
Export any dashboard as a polished PDF or share a live link. The data behind the pack is always current — no manual slide assembly, no version confusion, no last-minute number chase before the meeting.
Your portfolio data never touches a public AI model. Processed on dedicated infrastructure we control — no data residency risk, no regulatory exposure, no training your competitors' future products.
The more data you connect and the more questions you ask, the better PolicyDock understands your book. Insights compound as your data grows — so the platform is more valuable in year two than day one.
And more — shipped continuously.
"We went from a two-week manual process to a 20-minute dashboard update. Our renewal meetings are completely different now — we walk in with live data instead of a slide deck nobody trusts."Head of Portfolio Analytics, Regional Insurance Carrier Anonymized at customer's request
Every capability below is in active development. Early customers get access during testing before general release — and a direct line to the product team building it.
"For our cyber book renewal, show me which clients have had two or more losses above $500K in the past three years, their current premium, and flag any where our combined ratio exceeds 95%."
No. Ever. Your loss runs, claims files, and portfolio data are isolated to your environment and never used to train any AI model — ours or anyone else's.
Yes. We have native connectors for Guidewire, Duck Creek, Applied Epic, and Majesco, plus a generic API connector for any system that exposes data. Custom integrations available on the Enterprise plan.
Upload them directly. PolicyDock reads the PDF structure — tables, headers, page layout — extracts the claims data, and makes it queryable and chartable immediately. No re-keying, no templates to configure.
That's the point. PolicyDock is designed for real insurance data — PDFs, Excel workbooks, CSV exports, Word reports, and structured database feeds — all read and unified into one queryable layer.
Two days for the base deployment. We provision your environment, connect your first data sources, and have your first dashboards running within 48 hours of signing. We mean it.
You do. Permissions are set at the dashboard and data source level. Your administrator controls which roles and users see which views — nothing is shared by default.
Yes — PolicyDock Business Intelligence is a standalone product focused on dashboards and analytics. If you're a Knowledge Hub customer, the two products share the same private-cloud infrastructure and can be used together.
We price based on your team size and data volume. We're in design partner mode right now — talk to us and we'll scope something that fits your organization. No off-the-shelf tiers for partners.
Book a 20-minute demo. We'll connect a sample data source and build your first live insurance dashboard — live, in the call.
Book a demo →