
Our Core Features
Friendly is full of best-in-class features to help make the life of your team easier and more productive
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HealthGrid / Focus Grid
A visual snapshot that highlights the most relevant health insights:
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Underwriting: flags notable impairments by medical category, helping assessors quickly identify key health risks.
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Claims: spotlights the most critical health information for adjudicators to focus on during case review.
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Customizable Case Dashboard
Once Friendly imports and processes your customer’s medical data, the magic starts!
Transform complex medical history, lab and imaging results and doctor’s notes & prescription into a interactive case dashboard, readable by humans.
Every piece of information is linked to it's original source, so with an easy click you can see where the information came from.
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AI Chat Assistant
A Friendly offers a powerful AI chatbot that helps you navigate complex insurance cases by searching across multiple documents at once. Just ask your question — it finds the answers.
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A Friendly Medical Summary
Friendly allows you to share a complex case with a customizable summary report document. Be it to feed your own system or simply print it out, Friendly’s summary report is designer to show critical impairments, latest test result tables and more.
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Recognizes Medically Relevant Data and Enriches it with Medical Codes
Friendly’s model is trained to recognize medial data in APS documents, handwritten prescriptions and lab results, among others.
The full OCR extraction is then processed into a series of cards each designed to group related data around: Diagnosis, Abnormal lab results, Vitals over time, Physical exams, etc...
The extracted data is then connected to medical codes (SNOMED, ICD-10, LOINC) to make the data even more useful for underwriting workflows.
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Enterprise-level Compliance
Rest easy knowing your data is protected under the highest standards.
Our platform adheres to HIPAA, GDPR, and SOC 2 guidelines, ensuring that your sensitive information is secure and compliant at every step.
We prioritize transparency and trust, allowing your team to focus on what truly matters—without worrying about regulatory risks.
Data security
Friendly provides a robust, secure cloud environment where you maintain full control over your information. With advanced encryption and multi-layered access controls, your data stays safe from unauthorized access or breaches.
We continuously monitor for threats and vulnerabilities, ensuring proactive protection against intrusions. Whether hosted in our secure infrastructure or within your own private cloud, Friendly ensures that your data remains safeguarded at all times.
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Multilingual Out-of-the-Box
Expanding your language capabilities is simple with Friendly. Our platform can be quickly trained to process and summarize documents in additional languages.
Whether you’re operating in several markets or looking to support multilingual documents, Friendly’s flexible architecture ensures your team can handle any document, no matter the language
Stack Your Deck
Powerful complementary features that amplify your insurance operations

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Case Timeline
Follow each medical event as it unfolds, revealing the full health journey and helping teams spot progressions and key moments instantly.
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pattern recognition
Automatically uncover mismatches between medical data and disclosures to highlight possible omissions or policy exclusions in seconds.
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pii anonymizer
Securely mask all personal identifiers while keeping data context intact, ensuring privacy compliance without losing analytical accuracy.
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narrative summary
Turn dense reports into clear, human-readable stories that make understanding complex cases effortless for underwriters and claims professionals.
