Many insurers, many layouts
The same detail sits in a different place and under a different name with every insurer. Excalitract reads according to your schema, not the layout – the data comes out consistently.
Capture policies and claims – every sum with its source
Brokers, claims departments and risk managers work with policy schedules, endorsements and claim notifications from many insurers – each with its own layout. Excalitract brings them into one consistent schema: policy number, insured objects, sums insured, deductibles, terms and claim details, every value with its source. Whether a claim is covered is still for your team or your specialist system to judge.
From policy to consistent record
1 / 3Policies and claim documents
Policy schedules, endorsements and claim notifications from different insurers – each with its own layout.
Long schedules of objects
Policy schedules often list dozens of objects – sites, vehicles, machinery – each with its own sum insured and deductible. Excalitract captures them as a list, object by object.
Wrong sums surface late
A wrongly copied deductible or an outdated sum insured often only comes to light when a claim occurs. With the source location, you check every value against the schedule beforehand.
Explained briefly
Insurance policies and claims in one minute
One consistent schema
Every insurer is different – your data stays the same
Whether it is a property policy with twenty sites or a fleet policy with a hundred vehicles: Excalitract creates the insured objects as a list and captures sum insured, deductible and source for each one. Your portfolio system or claims team receives consistent data – the coverage assessment stays where it belongs.
- Objects as a list Sites, vehicles or machinery – each object with its own sum and source.
- Policy, endorsement, claim Policy schedule, endorsement and claim notification each get their own schema.
- Revisions, not overwrites Corrections are saved as revisions; the audit log shows who changed what.
- Handover to your system As Excel®, JSON or via REST API into your broker or claims system.
Review against the policy schedule
Your team sees the form next to the original. Confirmed values are accepted, corrections are saved as revisions – so it is clear who changed what.
Handover to your specialist system
You export approved policy and claim data as Excel® or JSON, or hand it over via REST API to your broker or claims system – including the review status.
Typical fields
These are the values Excalitract extracts for you
Examples – you define exactly which fields are extracted in the schema.
- Insurer, policyholder and policy number
- Line of business, start, expiry and notice period
- Insured objects or risks as a list
- Sums insured and deductibles per object
- Annual premium and payment frequency
- Claim number, date of loss and reported amount
Your result
- Policies from different insurers in one consistent data format
- Schedules with sums and deductibles as Excel® with one sheet per list level
- Sourced claim data as a basis for your claims team and system
More use cases
The same principle for other document types
Contracts and legal tech Parties, terms, notice periods and amounts from contract portfolios – as a clean data foundation for legal review. 
Leases and property documents Parties, areas, rents, indexation and deadlines from leases – structured and backed by sources. 
Due diligence data rooms Contracts, financial statements and permits from the data room – sorted by type, key data with sources. Demo
See Excalitract with your documents
No standard show: we prepare the demo for your documents and fields. Afterwards, you will know how Excalitract handles your document collection – and how you can measure it on a test set of your documents.