Crime Policy

This AI extraction template captures key data from crime insurance policies and related documents. It identifies core policy details including named insured, address, effective and expiration dates, insurer name and A.M. Best rating. Coverage types such as Employee Theft, Forgery, Computer Fraud, Funds Transfer Fraud, and Social Engineering are extracted alongside their respective limits, deductibles, and retention terms. The template also pulls in endorsements, exclusions, ERISA-related clauses, and premium breakdowns including taxes and fees.

Ideal for insurance brokers, underwriters, and compliance teams, this template streamlines crime policy review by automating data intake and structuring complex documents. It enhances accuracy and speeds up workflows across underwriting, auditing, and back-office operations.