Import a Policy Document

Robert reads your declarations page and drafts the organizer entry — you confirm every field before anything is saved. Documents are processed once and never stored.

Free · No signup · Verified July 2026

Drop in a policy's documents — declarations plus any rider pages — and I'll read them together and fill in the organizer fields. You confirm everything before it's saved, and nothing leaves your browser except to be read once.

Drop your policy documents here, or click to choose

Add everything for one policy at once — declarations plus any rider or endorsement pages — and they're read together. PDF or photo (JPEG/PNG/WebP), up to 6 files / 3 MB total.

Tip: feel free to black out your licence number, address, or health answers first — the organizer doesn't use them.

What happens to your document

It's sent over an encrypted connection to Anthropic (the maker of the Claude AI model, in the United States), read once to fill in the fields, and never stored on our servers or used to train AI models.
The results are saved only in this browser — same as the rest of the organizer. Nothing is uploaded to an account.
Prefer to keep documents fully offline? The manual organizer does everything on your device.

Educational estimates only — not insurance, tax, or legal advice. No products sold. Figures use verified government constants where cited and your inputs/assumptions elsewhere. Confirm against your policy wording and a licensed advisor or broker. Robert is a mascot, not a licensed insurance advisor.

AI extraction makes mistakes, and a missed exclusion is the costly kind — always confirm against your actual policy wording. This tool explains and organizes; it never recommends products.