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AI for Canadian Insurance

Automate loss run report data extraction for faster, cleaner underwriting decisions — powered by human-in-the-loop AI

SortSpoke is a Canadian company — Toronto-based and Canadian-controlled — building document AI for Canadian insurance.

Canadian carriers, MGAs and brokerages face the same problem as everyone else — submission volume growing faster than the team can read it. What is different here is the paperwork and who governs it: a document mix that runs CSIO alongside ACORD, provincial regulators with their own expectations, and privacy legislation that makes where your data is processed a procurement question, not a footnote.

Our engineering, support and account teams are in Toronto — no offshore document-review pools. And because procurement will ask where the data goes, we answer it precisely: Canadian data residency is available on request, and your data does not leave the region your deployment is configured for.

  • Extract structured data from completed CSIO applications, CSIO eDocs, ACORD forms, loss runs and statements of values
  • Canadian data residency available on request; data does not leave the configured region
  • Human-in-the-loop — your underwriters keep authority on every decision that matters
  • Toronto-based team, your time zone, SOC 2 Type 2 certified
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Loss Run Automation

Why Loss Run Automation Is Critical for Modern Underwriting Teams

The Canadian Document Problem Is a Different Problem

A submission that lands at a Canadian MGA does not look like one that lands in Chicago. It arrives as a completed CSIO application or a broker's own form, alongside ACORD documents, a loss run in whatever shape the prior carrier produced, and a spreadsheet of values in CAD. Underwriting teams read all of it by hand.

Tools built for a US-only document mix handle part of that and hand you the rest. And the ones that handle it well are frequently hosted somewhere that turns your privacy review into a project.

Hiring and training new underwriters takes time and resources many carriers don’t have.

Loss runs arrive in wildly different formats — PDFs, scans, spreadsheets — making automation difficult.

Most AI tools break down when faced with inconsistent or unstructured loss run data.

Outsourcing is expensive, slow, and often introduces errors — especially for complex loss runs.

SortSpoke automates loss run extraction by combining powerful AI with underwriter oversight — so you can scale, safely.

Extract claim, carrier, and loss details from even the messiest formats.

Automate intake from PDFs, scanned documents, and email attachments.

Prioritize quotes using structured, triaged loss data — with no manual rekeying.

Maintain full control and auditability with transparent, human-in-the-loop AI.

How SortSpoke Handles Canadian Documents

Extract Data Quickly

SortSpoke reads the document your broker actually sent and turns it into structured data your team can work with. The AI extracts; your underwriter validates the exceptions; clean data flows into your systems with a full audit trail.

  1. AI reads the completed document — CSIO applications including provincial auto applications, CSIO eDocs, ACORD forms, loss runs, statements of values, and the broker-specific forms that do not match any standard
  2. Your underwriter reviews extraction with confidence scores — validate exceptions, override where judgement is required. Authority stays with your team.
  3. Structured data flows into your rating, policy or workflow system — with a traceable decision history you can show a regulator or an auditor

Encrypted throughout — AES-256 at rest with per-customer keys, TLS 1.2+ in transit.

How automated document processing works SortSpoke

Built for the Documents Canadian Teams Actually Receive

Insurance automation in P&C underwriting should complement your team, not replace them — the value of their experience is unmatched.

The distinction that matters: digitizing a blank application is a form-building problem. Getting data out of a completed one — filled in by a broker, scanned, emailed, sometimes handwritten — is an extraction problem. That is what SortSpoke does.

Document types: CSIO applications (including provincial automobile applications) · CSIO eDocs · ACORD forms · loss runs · statements of values · broker-specific and carrier-specific supplementals · email submissions with mixed attachments

Amounts and formats: CAD-denominated values, Canadian address and postal-code formats, and bilingual documents where they occur.

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Extract Key Data 90% Faster

Underwriters can quickly and accurately extract data in a fraction of the time with 100% accuracy without the need for manual work, speeding up processes and reducing time spent on tedious work.

Prioritize High-Value Submissions

Not all submissions are created equal. Your team can customize triage rules and leverage intelligent prioritization to focus on the right risks that are most desired to bind.

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Powerful, Simple, and Traceable

Underwriters can efficiently extract data with a system that’s easy to use and ensures every piece of data is traceable—without ever compromising on accuracy, even for the most complex submissions.

Where Your Data Lives

5X

Process loss run submissions 5X faster.

100%

Combine AI speed with human-in-the-loop precision to ensure 100% accuracy.

30m

Live in 30 minutes. Go from sign-up to structured data extraction in under half an hour.

SortSpoke Security (500 x 800 px)-1

SportSpoke Platform | Security

Built for Enterprise

At SortSpoke, we understand that document processing in insurance and financial services demands the highest levels of security and compliance. Your sensitive data never leaves your control.

Our Security Foundation:

End-to-end encryption with TLS 1.2+ in transit and AES 256 at rest

SOC 2 Type II compliant infrastructure built on AWS

Role-based access controls

Comprehensive audit logging and monitoring

Canadian Insurance Organizations Using SortSpoke

What SortSpoke Customers Say

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P&C Manager
SORTSPOKE CUSTOMER
"Feedback has been positive. The system is intuitive, so there was limited training. People are really excited about the process and what they can do with SortSpoke. We’re seeing good adoption.”
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Manager, Global Digital Underwriting
RGA International
"We’ve achieved great accuracy levels with SortSpoke. The training time was really quick and easy. We evaluated quite a few different systems and SortSpoke really stood out among the others"
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VP Underwriting Business Solutions
RGA
“SortSpoke has made one of the messiest and most manual problems in underwriting easy to solve. Turning documents into high-quality data is a core capability that enables RGA to deliver the future of digital life underwriting with faster review times, better risk assessment and greatly reduced the manual effort."
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Assistant VP of Analytics
SORTSPOKE CUSTOMER
"You guys are my favorite people.SortSpoke is my favorite vendor by far, and I don't say that lightly. I work with a lot of vendors."
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Assistant VP of Analytics
Sortspoke customer
“I really like SortSpoke because of the ability to extract information from unstructured documents in a user-friendly, interactive way. No other product on the market does that. Others want you to create models, and pull information out, but they don't have the same kind of interface that allows you to correct through workflow."

Getting Started with SortSpoke

Explore the Canadian Layer

Deeper detail on the pieces Canadian buyers ask about most. (Links go live as each page ships — see post_create_todos.)

Frequently asked questions

Is SortSpoke a Canadian company?

Yes. SortSpoke is Toronto-based and Canadian-controlled, and builds document AI for Canadian insurance. Our engineering, support and account teams are in Toronto, in your time zone — there are no offshore document-review pools.

Where is our data processed?

Canadian data residency is available on request, and data does not leave the region your deployment is configured for. Documents are encrypted throughout — AES-256 at rest with per-customer keys, and TLS 1.2+ in transit. SortSpoke is SOC 2 Type 2 certified, with an annual audit and continuous monitoring.

Which Canadian insurance documents can SortSpoke extract data from?

Completed CSIO applications including provincial automobile applications, CSIO eDocs, ACORD forms, loss runs, statements of values, broker-specific and carrier-specific supplementals, and email submissions with mixed attachments. CAD-denominated values, Canadian address and postal-code formats, and bilingual documents are handled as they appear.

Does SortSpoke work with both CSIO and ACORD documents?

Yes. CSIO data standards and CSIO eDocs govern broker-carrier exchange in Canada, while ACORD is still widely used in commercial lines, so Canadian teams work in both. Extraction handles both from the completed document rather than from a blank template.

Does SortSpoke make underwriting decisions on its own?

No. SortSpoke is human-in-the-loop. The AI extracts, your underwriter reviews the extraction with confidence scores and overrides where judgement is required, and structured data then flows into your rating, policy or workflow system with a traceable decision history you can show a regulator or an auditor. Authority stays with your team.

What do PIPEDA and Quebec Law 25 mean when choosing a document AI vendor?

Canadian privacy law does not prohibit cross-border processing — it makes you accountable for it, which is why the inputs to your assessment matter more than a vendor's marketing claim. SortSpoke gives you a named processing region, with Canadian data residency available on request, plus documentation to support your own privacy assessments and your Quebec Law 25 privacy impact assessment.

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Book a Demo

Pick a time that fits your schedule.

2

Bring Your Docs

Upload your messiest loss runs to SortSpoke

3

See Live Results

Watch us extract data from your files in real-time.

By clicking Book Now you're confirming that you agree with our Terms and Conditions.

BOOK A DEMO

See How SortSpoke Can Help You Process 5X More Submissions

After submitting, you'll choose your preferred date and time. We'll come prepared with Canadian document examples — CSIO applications, ACORD forms, and loss runs in the shapes your brokers actually send.

More on the Canadian Market

Everything you need to know about modernizing your loss run workflows

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