FIND · Data Operations

What’s buried in this 40‑page application?

FIND reads every document and record that comes in, turns it into structured data, and connects it to what you already have, before anyone opens a file.

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Reading agency_application.pdfPage 2 of 40
Agency…
Registered at…
Agency license…
Principal producer…
Policies written…
Reading1 of 4 docs
New submission
PDFagency_application.pdf·
XLSpolicy_register_q3.xlsx·
PDFcommission_statements.pdf·
IMGoffice_lease.jpg·
Sources connected
6
Licensing, complaints, filings, shared drives, email, web forms
Matched
Searching records…
Checking every source
NextWaiting
FORGE hands it to ADAPT for rule checks

Every document, read.
Every record, connected.

Follow one new submission through FIND: the files it reads, the fields it pulls out, the records it matches, and the sources it keeps in sync.

Intake / Ridgeline Insurance GroupFIND · Intake
Ridgeline Insurance GroupNew submission · 4 files · received today
FIND · 4 files read in 4.2 seconds

Fifteen capabilities.
Each one, on a real case.

Here is every FIND capability working on Ridgeline’s submission. FORGE then hands the finished record to ADAPT, TRACE and RENDER, so nobody re-keys a thing.

Data IngestionFour files arrived today and were read on arrival.

A 40-page application.
Ready to review in seconds.

Someone used to retype every form into the system, then search for the agency by hand. FIND reads it, fills in the fields, and finds the existing records before a person opens it.

BeforeRetyped by hand
AgencyRidgline Insurance
Registered at400 Main St
Agency licenseAG-2023-55102
Principal producerR. Dale
Policies written(not entered yet)
2 h 10 min per submission3 fields wrong or missing
With FINDRead automatically
AgencyReading…
Registered atReading…
Agency licenseReading…
Principal producerReading…
Policies writtenReading…
6 secondsMatched to 2 existing records
Secondsinstead of two hours of retyping
Every fieldlinked to the page it came from
Matchedto existing records before anyone opens it
Next engine · ADAPTIs this agency playing by the rules?ADAPT applies your rules the same way on every case, so the riskiest work surfaces first.Explore ADAPT →✕Policies per producer, per month112 · limit 60✕Registered address in useNo✓License activeYesResult – Refer for investigation

Seen enough?Let’s look at your data.

A live session with our team, using your own records. Most agencies are live in days, not years.