Blog

How to Extract Data from Insurance Claims Automatically

April 3, 2026

To extract data from insurance claims, upload the PDF or scanned document to an AI extraction tool like Lido. It reads claim numbers, policy numbers, claimant information, dates of loss, claim amounts, adjuster notes, and coverage details from any insurer's format with 99.9% accuracy.

Insurance claims arrive in dozens of formats across carriers, lines of business, and claim types. Property claims look different from auto claims, which look different from workers' comp claims. Each carrier has its own forms, and many claims include handwritten adjuster notes, photographed damage reports, and scanned supporting documents.

For the broader insurance document processing landscape, see best document processing for insurance and OCR for insurance.

What data can be extracted

Key fields: Claim number, policy number, insured name, claimant name, date of loss, date reported, claim type, coverage type, claim amount, deductible, adjuster name, adjuster notes, and supporting document references.

{"headline": "Extract data from any insurance claim format.", "subtext": "50 free pages. No credit card required. HIPAA-compliant, SOC 2 certified."}

See also best document processing for insurance, best COI processing software, and best EOB processing software.

Try Lido for insurance claims →

Frequently asked questions

Can AI extract data from any insurance claim format?

Yes. Lido handles claim forms from any carrier across property, casualty, auto, workers' comp, and health lines of business with 99.9% accuracy. No per-carrier template setup.

Is insurance claim extraction HIPAA-compliant?

Lido is SOC 2 Type 2 certified and HIPAA-compliant. Always verify BAA availability when processing claims that contain protected health information.

What data can be extracted from an insurance claim?

Claim number, policy number, insured and claimant names, date of loss, claim type, coverage details, claim amount, deductible, adjuster information, and notes. The AI handles both structured forms and narrative claim descriptions.

Ready to grow your business with document automation, not headcount?

Join hundreds of teams growing faster by automating the busywork with Lido.