PDF SDK for Insurance Document Processing

Process claims, policies, and underwriting documents. Automate policy generation and redact sensitive claimant information.

Insurance Document Challenges

Policy documents need variable content with fixed legal language

Claims documents contain sensitive medical and financial data

Underwriting requires extracting data from various document formats

Batch processing needed for renewals and policy updates

Use Cases

Policy Generation

Generate custom policies from templates with coverage details and terms.

const policy = await PDFDancer.open('policy_template.pdf');
await policy.replaceText('{{POLICYHOLDER}}', customer.name);
await policy.replaceText('{{COVERAGE_AMOUNT}}', formatCurrency(coverage));
await policy.replaceText('{{EFFECTIVE_DATE}}', effectiveDate);
await policy.replaceText('{{PREMIUM}}', formatCurrency(premium));

Claims Processing

Extract and redact sensitive information from claims documents.

const claim = await PDFDancer.open('claim_form.pdf');
// Extract claim details
const claimNumber = await claim.page(1)
  .selectTextLinesMatching(/Claim #:\s*(.+)/).getText();
// Redact sensitive info for sharing
await claim.allPages().selectTextLinesMatching(/SSN:\s*\d{3}-\d{2}-\d{4}/)
  .forEach(line => line.redact('[REDACTED]'));

Batch Policy Renewal

Update premium and date information across thousands of policy documents.

const policies = await PDFDancer.openBatch('policies/*.pdf');
for (const policy of policies) {
  await policy.replaceText(oldDate, newDate);
  await policy.replaceText(oldPremium, newPremium);
  await policy.save(`renewed/${policy.filename}`);
}

Compliance Support

State insurance regulationsHIPAA for health insurance documentsPrivacy laws for personal informationDocument retention requirements

Why PDFDancer

  • True Text Editing: Modify existing content in place, not overlays
  • Semantic Selection: Find content by line, paragraph, or pattern
  • Permanent Redaction: Content is removed, not just hidden
  • Self-Hosting Available: Keep data in your environment

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