Insurance

Performant and reliable document handling for insurance providers

Reduce manual work and digitize insurance document workflows with performant processing, structured archiving, and compliance-ready formats.

  • PDF to PDF/A

  • Validation for archival standards

  • Conversion of scanned documents

  • Searchable PDFs (OCR)

  • Workflow automation

  • Office file conversion & document assembly

  • Compression and optimization

Performant and reliable document handling for insurance providers
Trusted by 6,000+ industry leaders

Benefits for insurance companies

Leading insurance providers rely on Pdftools to automate document-heavy processes, minimize manual efforts, and standardize claims and policy management—delivering compliance and security at every step.

Efficient claims and policy management

Automate document intake and processing with OCR searchability and structured workflows. Handle claims, policy applications, and inbound records accurately while minimizing operational costs.

Compliant long-term archiving

Convert documents to PDF/A, validate compliance with industry standards, and securely store records for audit readiness and legal retention.

Standardized outbound documents for customer communication

Prepare policy documents, contracts, and invoices in standardized PDF formats for consistent outbound communication via email, portals, and internal systems.

PDF solutions for the insurance sector

PDF/A

PDF/A converter for long-term archiving

Ensure long-term accessibility with the PDF to PDF/A converter. ISO Compliant & veraPDF Valid, the Pdftools SDK converts PDF documents into PDF/A format with unmatched quality assurance.

PDF/A converter for long-term archiving
Validate

Verify PDF and PDF/A compliancy

Utilize efficient PDF verification for ISO compliance, including PDF/A standards. The Pdftools SDK supports tailored checks for specific requirements, such as color or font usage, and provides detailed validation reports that classify errors.

Verify PDF and PDF/A compliancy
Convert

Image and PDF conversions simplified

Easily convert between various formats: turn PDFs into PDF/A, create PDFs from images, or transform PDF documents into high-quality images.

Image and PDF conversions simplified
OCR

Powerful OCR for searchable PDFs

Enhance PDFs with Optical Character Recognition (OCR) to make text extractable from images, scans, or image-based documents. Powered by the ABBYY FineReader Engine, OCR supports configurable languages and processing modes, adding a searchable text layer to PDFs without altering their appearance.

Powerful OCR for searchable PDFs
Workflow automation

Enterprise-grade workflow automation for document processing

Streamline document processing with automated workflows using email, watched folders, or APIs. The Conversion Service enables you to archive, assemble invoices, convert, create dossiers, manage metadata, sign, and stamp documents, allowing you to customize processing to your needs.

Enterprise-grade workflow automation for document processing
Compress and optimize

For lossless yet tiny PDF files

Reduce file size, remove unnecessary elements, and maintain PDF quality. Quickly compress PDFs and optimize for printing by merging fonts and adjusting color spaces.

For lossless yet tiny PDF files
Annotate

Comment, highlight, and annotate

The PDF Viewer SDK enables your teams to collaborate directly on PDF documents, accelerating workflows and reducing process steps. Achieve more efficient teamwork and faster project completion with seamless document annotations.

Comment, highlight, and annotate

PDF technology that performs at scale

Our product set of developer SDKs and workflow automation helps insurance companies convert, validate, archive, sign, optimize, and process large volumes of documents daily.

Free plan with 1,000 credits

Pdftools SDK

Sign up in seconds to start building with our Free plan—no credit card required, no time limits.

90-day trial

Conversion Service

Unlock the full potential of automated high-volume processing, designed to meet your unique needs.

Instant demo

PDF Viewer SDK

Start exploring our capabilities instantly with our interactive demo.

Start building today

Trusted by 6,000+ customers—simplify your document management with Pdftools.
Process documents swiftly with the highest quality output
Process documents swiftly with the highest quality output
Get expert guidance and support from the Pdftools team at every step
Get expert guidance and support from the Pdftools team at every step
Choose the plan that fits your needs or get a custom quote
Choose the plan that fits your needs or get a custom quote