AI Research Assistant for Insurance
About us
English
AI Research Assistant for Insurance
Streamline research, claims analysis, and policy review with the AI Research Assistant for Insurance
AI powered (Demo)
1
Add a file
Drop in anything you'd like to use.
OR TRY WITH A SAMPLE
2
Pick a prompt
Add a file first — then any prompt runs against it.
By using the product, you agree to our Terms of Service and have read our Privacy Policy.
Trusted by Millions Worldwide
4.4
2,100+ reviews on G2
4.4
8,200+ reviews on Capterra
4.4
73,000+ reviews on App Store
248M
Registered Users
5B
Notes Created
2M
Notes Created Daily
Frequently Asked Questions
The AI Research Assistant is an Evernote feature that helps insurance professionals analyze documents, summarize findings, and extract structured insights from notes and files. It works alongside your existing Evernote content to speed research, pull out action items, and prepare summaries suitable for stakeholders.
It helps insurance teams by synthesizing claim notes, policy language, and meeting minutes into concise summaries, surfacing risk indicators, and converting unstructured material into action items or checklists. This reduces manual review time and supports consistent decision-making across underwriting, claims, and product teams.
Yes. The assistant can read long reports, extract key takeaways, and produce executive summaries or bullet-point briefs. You can request different lengths or levels of detail, for example a one-paragraph executive summary or a multi-page briefing with supporting evidence and references.
Yes. You can ask the assistant to pull out explicit and implicit action items from meeting notes or project plans, assign owners where names or roles appear, and generate a follow-up checklist with deadlines and priorities that you can paste into your task tracker or Evernote checklists.
The assistant can scan notes for language and data patterns that signal project or operational risks-such as timeline slippage, regulatory flags, or high-severity claim clusters-and produce a prioritized risk register with suggested mitigations and owners derived from the document.
You can use the assistant to extract modeling assumptions, summarize scenario outputs, and convert complex actuarial notes into clear decision-ready summaries. It can highlight assumptions and open questions, but always validate model outputs with your actuarial team before making pricing decisions.
Yes. You can add multiple notes or attachments to Evernote and ask the assistant to analyze them collectively. The assistant will reference material across the files, synthesize common themes, and reconcile conflicting information where possible, surfacing any unresolved discrepancies for review.
The assistant can help draft clearer policy language and summarize changes for filings, but regulatory submissions should be reviewed and approved by your compliance and legal teams. Use the assistant to draft memos and redlines, then route the outputs through your formal filing process.
Yes. The assistant can convert meeting minutes into actionable checklists, with owners, deadlines, and priorities. You can then sync or copy those checklists into Evernote tasks, calendar items, or external trackers to ensure follow-through.
The assistant can recommend practical next steps tailored to the content-such as pilot plans, vendor renegotiation, or filing actions-based on patterns in the notes. These recommendations are informed by the material you provide and include suggested owners and timelines.
The assistant works with notes, PDFs, and common document types stored in Evernote. It extracts text, tables, and key fields to create summaries and insights. For best results, include clean attachments and clearly labeled documents so the assistant can reference them accurately.
Summaries are designed to capture the main themes and actionable points from your notes. They provide a strong starting point for review, but you should verify technical or regulated content with subject-matter experts. Evernote's assistant aims to reduce drafting time and highlight areas needing human judgment.
Yes. Evernote stores notes and revisions, and the assistant can reference timestamps and appended updates when summarizing or generating change logs. This helps preserve traceability of decisions and provides context for stakeholders reviewing past edits.
The assistant can produce summaries and action lists that you can share in Evernote with collaborators. Use Evernote's sharing features to gather comments and approvals, and have the assistant update notes based on new inputs to support iterative, collaborative workflows.
The assistant relies on the content you provide and may miss context that isn't recorded in notes. It summarizes and recommends based on available material but does not replace expert review, legal sign-off, or formal actuarial validation. Use its outputs to accelerate work, then apply your domain controls and approvals.