How it works
Drag and drop declaration pages (the 1–2 page summary from your carrier) from State Farm, Chubb, Lemonade, Progressive, Travelers — Surabase reads them all the same way, because the parser reads the document itself rather than matching carrier-specific templates.
No more retyping declaration pages into your AMS. Upload the PDF, grab a coffee, come back to structured policy data organized under the right client.
Files are encrypted at rest and in transit, scoped to your account, and deleted after parsing by default. You can opt to keep the original if you want to re-open it later.
Works across every carrier
No carrier integrations required. If you have the PDF, Surabase can read it — admitted or non-admitted, personal or commercial lines.
No format fiddling
Declaration pages, full policy booklets, endorsements — drop them in and Surabase figures out what's what without you configuring anything.
Bulk upload (coming soon)
Rolling a book of business into Surabase? Bulk upload lets you onboard dozens of policies in a single session.
PDF Upload in three steps
Drop the dec page
Drag and drop or browse to the declarations page on your machine.
Parsing starts
Surabase queues the file and extracts every coverage field in seconds.
Policy lands under the right client
The structured policy appears in your dashboard, ready to review.
Your book of business, ready in minutes.
Start free. Upload 50 dec pages, see your book come together, upgrade when you want the whole thing.