01
Connect Everything
Your TMS, ERP, telematics, IoT, EDI. All of it. Truzer aggregates the complex and maps it into a single unified ontology. No rip-and-replace. No 18-month implementation. Your systems keep running.
USE CASE
· Insurance document automation
Insurance document automation that reads the messy stuff. Deployed in 48 hours.
Insurance document automation built for TPAs, carriers, and self-insured operators. Every document captured at the source, every field grounded in the page it came from, every action logged before anyone asks. No rip-and-replace. No 10-year integration.
WHAT IT IS
What is insurance document automation?
Insurance document automation is the use of intelligent document processing (IDP) to capture, classify, extract, validate, and route insurance documents without manual keying. It applies to structured forms (CMS-1500, UB-04, ACORD), semi-structured documents (EDI 837, EOBs, demand letters, policy declarations), and unstructured inputs (handwritten notes, photos of damage, scanned medical bills). The difference from traditional OCR is that IDP uses vision language models to understand the document's structure, ties each extracted field back to the page region it came from, and flags exceptions for human review instead of passing bad data through.
What insurance documents can be automated?
A modern insurance document automation platform handles the full intake-to-adjudication document set:
- FNOL intake. First Notice of Loss from email, web forms, and phone-call transcripts.
- Medical bills. CMS-1500, UB-04, superbills, and itemized statements with nested billing tables.
- EDI claim files. EDI 837 and X12 transactions, including acknowledgments.
- ACORD forms. Loss runs, certificates of insurance, applications, and renewals.
- Incident documentation. Police reports, incident reports, and scene photos.
- Repair documentation. Estimates, repair invoices, and supplier quotes.
- Policy documents. Declarations, endorsements, and renewal documents.
Truzer is insurance document automation that ties every extracted field back to the exact page region it came from, so when a claims team questions a number the source sits one click away instead of buried in a scan.
$50–70B
McKinsey estimates generative AI could deliver $50–70 billion in value across insurance, with document processing among the highest-impact applications.
https://www.mckinsey.com/industries/financial-services/our-insights/ai-in-insurance-how-to-capture-the-new-wave-of-value
FROM THE FOUNDERS
Built by operators who stopped pretending the documents are clean.
Craig and Michael have spent 10+ years aggregating the complex for 1,000+ organizations. In insurance, messy documents show up as forms that don't match, photos that need to be rotated, and EDI files nobody owns. Truzer.ai is what they built so the operators living with that reality every day stop pretending the documents are clean.
The Platform
Four document jobs your team shouldn't be doing by hand,
on one platform.
Built for TPAs, carriers, and self-insured operators running AI for claims processing at scale. Sits on top of Guidewire, Duck Creek, or your existing system.
01
Every Document, One Pipeline
Cut document intake from a dozen places to one. PDFs, EDI 837, medical bills, photos, fax, and email attachments land in the same workflow. No more “which inbox is this in?”
02
IDP, Not OCR
Vision language models read what OCR drops: handwriting, nested medical tables, and photo evidence. Every extracted field is grounded in the page region it came from, so the source sits one click away. Bad data gets flagged at intake, not at adjudication.
03
Real-Time Document Tower
Every document, every stage, every SLA clock on one control tower. The answer to “where is this document?” is the same for everyone. Exceptions surface before they cost you a day.
04
Audit Trail Built, Not Reconstructed
Every extraction and validation event is timestamped and source-tagged in real time. Events land in Truzer's ontology, a live digital twin of every document and claim. When the regulator asks how a number got into a claim, the answer is one click back to the page.
WHY TRUZER
Why use Truzer?
Two ways to run an insurance document operation in 2026. One of them is getting expensive.
Feature
Without Truzer
With Truzer
Handwriting
✕
OCR drops handwritten notes
✓
Handwriting captured at the source
Tables
✕
Nested medical tables fail extraction
✓
Tables read as tables, not text
Source citation
✕
Hallucinated fields trigger denials
✓
Every field cited from its source page
Intake
✕
Documents lost across systems
✓
One pipeline, every document
Audit Trails
✕
Audit trail reconstructed from email
✓
Audit trail built at every step
Deployment
✕
Months of integration before go-live
✓
Live in 48 hours, on top of your stack
Commitment
✕
Multi-year contracts and vendor lock-in
✓
Month-to-month, cancel anytime
Handwriting
Without
✕
OCR drops handwritten notes
With Truzer
✓
Handwriting captured at the source
Tables
Without
✕
Nested medical tables fail extraction
With Truzer
✓
Tables read as tables, not text
Source citation
Without
✕
Hallucinated fields trigger denials
With Truzer
✓
Every field cited from its source page
Intake
Without
✕
Documents lost across systems
With Truzer
✓
One pipeline, every document
Audit Trails
Without
✕
Audit trail reconstructed from email
With Truzer
✓
Audit trail built at every step
Deployment
Without
✕
Months of integration before go-live
With Truzer
✓
Live in 48 hours, on top of your stack
Commitment
Without
✕
Multi-year contracts and vendor lock-in
With Truzer
✓
Month-to-month, cancel anytime
Pick a side.
48 hours from now, your document pipeline is either still leaking or it's live.
How to Deploy
From Fragmented to Transformed
Every business we’ve transformed over the past decade was inflicted with the same limitations. Here’s how we fix yours.
02
See Everything
Right away you’re immersed into a complete visual experience. Seeing everything in real time. Your whole operation, stupidly visible. Not yesterday’s report. Not a dashboard silo. The truth, live, now.
03
Know Everything
The ontology doesn’t just show your data. It maps how every asset, route, team, customer, and regulation connects to each other. When one thing changes, you already know what it affects. All truth. No fiction.
04
Act on Everything
AI agents monitor your operation 24/7. They flag exceptions, lock down compliance violations, send proactive customer updates, and surface revenue opportunities. Grounded in your ontology. Not hallucinated from generic training data.
SEE IT LIVE
Get out of the document business.
Book a call with Craig and Michael. Walk through your stack. See your own documents, your own extraction, your own audit trail, running on Truzer.