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Insurance Automation & Medical Data Summarization

Digitize and Summarize your challenging document

Friendly is a robotic digitization solutions company that provides tailored Digitization and Summaries of the most challenging documents and language formats, including handwriting. Our solutions focus on Underwriting and Claims processing for the Life and Disability Income insurance markets as well as Supplemental Benefits such as Medicare Advantage, but our solutions can also be used in other industries such as the Legal profession.

Trusted by leading insurance & re-insurance companies worldwide

SOC 2  Certified

Friendly is SOC 2 certified, to earn your trust.


Your systems and data are protected against unauthorized access and disclosure.


Your information and systems are available for their intended use.


Confidential information is kept confidential.




Data processing is complete, valid, accurate, and timely.


Consumer data protection and consumers are informed about the collection, use retention, and disposal of their data.

Full cycle automation for insurance

Friendly uses intelligent character recognition to digitize both structured and unstructured documents including tables, low-resolution and handwritten text with over 90% accuracy.

And we’re even better when it comes to the critical data that matters most to you.

For example, our average APS accuracy score is over 95%. That’s because our models are pre-trained on real medical data so we immediately produce highly accurate results, and improve even more as we absorb new cases and learn your unique document formats.


And if we’re not confident in a data point, we’ll flag it for live review

How it works

Dramatically improve Underwriting
& Claims processing speed


Accurately capture your data


Insurers lose business with the passage of underwriting time.

Friendly dramatically reduces underwriting risk assessment time, improves placement and helps companies automate the processing of declinations to free up underwriter time.


Our platform securely ingests and digitizes the application and other new business, underwriting or claims documentation in any format from any source. Then automatically extracts key information that would normally be manually located and input.


Next the extracted data is rapidly auto-routed to the underwriter in a concise, actionable summary. All the unneeded “noise” was removed, the summary contains only the key information your underwriters need to underwrite. All of that happens fast, leading to higher placement, higher revenue and happier clients and sales professionals.

Once a document has been converted to digital format, the real power of automation begins.

First, Friendly cleans the document by eliminating excess and duplicate data. Then, we apply natural language processing to extract, classify and summarize key information - indicative data, family and social history, health history, etc., providing a convenient, actionable report.

 A file with dozens or even hundreds of documents is now condensed to a few accurate highly relevant pages.



Of course we’d love to process your claims too, and our full service platform can do just that. Here’s how it works:

Key claim data is extracted from case documents and run through our adjudication engine.

We build a digital coverage booklet unique to each customer you serve, then cross-reference ingested data against the employer contract to determine benefit levels and route payment recommendations to the claims analyst for final approval.

The rise of supplemental insurance

The supplement benefits market is one of the fastest growing segments of insurance, largely due to expansion of Medicare Advantage plans, and the rapid growth is likely to continue in the future.

Unsustainable Expenses

Simultaneously, manual operations and excessive administrative and acquisition costs continue to impede Life and Health insurers financial performance, client experience and product creativity.

For example, statistics from the Council for Affordable Quality Healthcare reveal that manual transactions cost $5 more and take 7 minutes longer than transactions processed electronically. And McKinsey estimates that digital automation can reduce claim expenses by as much as 30%.

Automation equals Invigoration

Core workflows no longer need to be manual and expensive. By automating basic administrative processes and tedious repetitive tasks, you can infuse new energy into your organization by rededicating staff to essential business and high-touch customer service.


Medical Record Summarization

An AI-automated solution by Cognizant & Friendly Technologies

Assess our ability to adapt to your specific document format

We can handle hand-written information, structured and unstructured data, integrating it with your existing systems providing your document format, data extraction requirements and desired level of detail in summaries.

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