Document and submission intake · Data intake
Canopy Connect
Consumers share existing policy data with agents in a click
Scratch $100/mo annual; Elevate $250/mo annual; Peak $500/mo annual
View pricing (opens in a new tab)↗Best AI tools for document and submission intake
These tools take fields off dec pages, ACORD forms, and applications, or replace a stack of paper commercial submissions. Canopy Connect is for policy data an insured already has. Docsumo and Nanonets are general document extraction. Indio is the commercial submission workspace. Check that a plan covers the lines you write before you assume it does.
Specific types in this list: Commercial submissions, Data intake, Document processing.
Lines of business: P&C, Commercial, General
Tools
Document and submission intake · Commercial submissions
Indio
Digital applications and renewals that replace paper commercial submissions
Contact sales
View pricing (opens in a new tab)↗Document and submission intake · Document processing
Docsumo
AI document data extraction
Free 14-day trial; Business and Enterprise custom quote
View pricing (opens in a new tab)↗Document and submission intake · Document processing
Nanonets
AI OCR and document workflow automation
Free ($50 credits); then $100/mo for 100 credits
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