Our team has heard your requests & has been hard at work enhancing Asuretify!

When previously uploading multiple documents at the review screen, the AI read data from the most recent upload & replaced any old data from previously uploaded documents on the insurance requirement or agent screens, limiting the displayed data to one document.

Now, the AI can read data from multiple uploads at once. Users can upload the COI & endorsements if they are saved as separate documents & the system gathers the details from both documents without overriding each other, offering more flexibility & accuracy.

To explore this new feature:

First, upload your initial document , like a COI for example. The AI reads & gathers details from the uploaded document to populate the fields on the summary page

Next, if endorsement & schedule wording are not found on the initial COI document, you will be able to upload a secondary document containing those details

Then, the AI reads the second uploaded document to gather the endorsement & scheduling information to fill in the blanks. Now previously gathered details remain while the other blanks are filled in.

Pretty neat, right?

February Release Notes