AI Agents

Policy Data Extraction Agent

The policy was issued by the insurance company. Can you check if the data matches the proposal?

I am performing a literal and unambiguous extraction of the policy number, validity period, coverages, and deductible amounts to ensure that what was contracted is exactly what was issued.

I identified that the insurance company issued the policy with a validity period of 11 months, instead of the agreed 12 months, and the compensation amount for 'Fire' is R$ 10,000.00 below what was proposed.

I extracted all the structured data and flagged the issuance error. I opened an automatic 'Correction Endorsement' card for the insurance company and notified the broker about the technical discrepancy.

Meet other Pipefy AI expert agents

Book a meeting now!

Book a demo

What this Agent solves for you

What it does

It delivers accurate and structured policy data, with results free from interpretations or ambiguities.

Automated activities

Literal extraction of key data such as policy number and validity period
Detailed breakdown of all contracted coverages
Extraction of indemnity amounts and deductibles.

Agent Subfunction

Negotiation and closing

Results and impact

Up to 90%

less time in the policy issuance cycle

99%

reduction in compliance risks.

Your life gets faster with Pipefy AI Agents

90% faster

Traditional path

2–5 days

With Pipefy AI Agent

2–4 hours

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Policy Data Extraction Agent and how does it work?

The Policy Data Extraction Agent is a specialized AI Worker within Pipefy's Quotation AI Studio solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual processes, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.

How much does it cost to use the Policy Data Extraction Agent in Pipefy?

The cost of the Policy Data Extraction Agent in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.

What is the difference between the Policy Data Extraction Agent and manual processes?

While manual processes rely on manual intervention at every step, the Policy Data Extraction Agent executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.

How do I choose the best Policy Data Extraction agent for my company?

To choose the right Policy Data Extraction agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.