SortSpoke Partners with Sapiens: AI-Powered Document Processing

We're excited to announce that SortSpoke has partnered with Sapiens International Corporation to bring AI-powered document extraction directly to PolicyPro users. This partnership means commercial lines carriers using Sapiens can now process submissions 5X faster—extracting data from loss runs, statements of value, emails, and application forms without the manual data entry that typically bogs down underwriting operations.

For carriers writing commercial lines, the math has always been brutal. Your best underwriters spend hours transcribing data from complex, unstructured documents instead of assessing risk and making decisions. Loss runs arrive in dozens of different formats. Statements of value vary wildly by broker. Email submissions contain critical information buried in forwarded chains and scattered attachments. Traditional OCR systems can't handle the variety, and rule-based extraction breaks with every exception.

The result? Delayed quotes, frustrated brokers, and underwriters burning out on work that doesn't use their expertise. While your team is buried in data entry, competitors who can respond faster are winning the business.

Hear From Jasper on the Partnership

In this video, Jasper explains the strategic vision behind the partnership, demonstrates how explainable AI maintains underwriter control, and outlines the ambitious roadmap for expanding SortSpoke's integration beyond loss runs and statements of value into complete submission processing across all insurance lines.

How SortSpoke and Sapiens Work Together

The integration brings SortSpoke's explainable AI directly into Sapiens PolicyPro workflows, enabling carriers to extract structured data from any document format and push it seamlessly into PolicyPro for rating and quoting. Unlike black-box AI solutions that create compliance concerns, SortSpoke shows underwriters exactly where each data point comes from in the source document. Every extraction is traceable, auditable, and validated by your team before it enters PolicyPro.

The integration requires no templates or complex setup. Whether you're processing a standardized loss run or a completely non-standard email from a broker, SortSpoke can extract the data PolicyPro needs. The system is configurable to your exact underwriting requirements, learning which data points matter for your specific lines of business and how your team prefers to work.

What's Available Now and What's Coming

The partnership launches with support for loss runs and statements of value, which can now be processed and pushed directly into PolicyPro without re-keying. Carriers can start using these capabilities immediately, with deployment measured in weeks rather than months.

The roadmap expands from there. The next phase will enable complete submission processing, where underwriters can forward an entire email with all attachments and have SortSpoke automatically extract relevant data from every document—application forms, supplementals, financial statements, and email. Everything flows directly into PolicyPro, ready for review and validation.

Looking further ahead, SortSpoke will be embedded directly inside the PolicyPro interface, creating a seamless experience where underwriters don't even realize they're using separate systems. The document extraction becomes a natural part of the PolicyPro workflow rather than a separate tool to learn and manage.

See How It Works in Action

The best way to understand how SortSpoke transforms PolicyPro workflows is to see it in practice. Watch this quick demo showing exactly how underwriters interact with extracted data, validate results, and maintain complete control over every data point before it enters PolicyPro.

Why This Partnership Works

What makes the SortSpoke and Sapiens partnership particularly effective is a shared philosophy around configurability and human-centered AI. Neither company believes in one-size-fits-all solutions. Sapiens PolicyPro is known for adapting to carriers' exact needs rather than forcing them into rigid workflows. SortSpoke takes the same approach with AI, tailoring the extraction models to the specific data requirements and document types each carrier handles.

The partnership also moves at the speed insurance carriers actually need. From initial conversations to working prototype to customer deployments, the timeline is measured in weeks rather than the months or years typical of core system integrations. Both companies prioritize practical innovation that solves real operational problems rather than technology for its own sake.

This approach reflects a broader shift in how insurance technology should work for carriers. The industry doesn't need more black-box solutions that promise automation but deliver compliance headaches and accuracy concerns. Carriers need tools that respect their expertise, integrate into existing workflows, and continuously improve based on how real underwriters actually work. That's what explainable AI in PolicyPro delivers.

Expanding Beyond Commercial Lines

Beyond commercial property and casualty lines, SortSpoke and Sapiens are exploring opportunities in workers' compensation, life insurance, and reinsurance—anywhere document processing creates bottlenecks that AI can help solve while maintaining the transparency and control that carriers require. As Sapiens continues to expand its property and casualty solutions, this partnership positions both companies to support carriers across an increasingly broad range of underwriting operations.