Artificial Intelligence.
AI that works inside your workflow.

Not alongside it.

Jetfile uses AI thoughtfully throughout the platform— to reduce manual work, surface information faster, and help your team move through the policy lifecycle with less friction. Every AI-powered feature is embedded directly in the workflow where it's useful, not bolted on as a separate tool.

How AI

is embedded in Jetfile

From the moment a submission enters Jetfile to the day a policy renews, AI-powered features reduce the time spent on manual data entry, document processing, and information retrieval — so your team can focus on the work that requires judgment, not just keystrokes.

Document Intelligence

Drop a document into Jetfile and let AI handle the data entry. Jetfile reads incoming documents — carrier quotes, policy applications, loss runs, risk schedules, and more — and maps the content directly into the relevant fields, no manual rekeying required. Users review and confirm before anything is committed, keeping human judgment in the loop.

Remittance Matching

When processing receipts from agents or companies, drop in a remittance advice and Jetfile AI will parse the document, identify the payment lines, and automatically match them against open invoices in the system. What used to require manual lookup and reconciliation is handled in seconds.

Smart Data Entry

Smart Paste lets you paste data directly into Jetfile and AI automatically maps it to the correct fields. When you need to bring in multiple entries at once, Smart Upload scales this up — upload a file containing several records and Jetfile processes each one through the same intelligent mapping, populating the right fields across all entries in a single step.

Query Helper

Getting answers from your data is as simple as asking for them. Describe what you're looking for and Jetfile retrieves the data automatically. Run it on demand or save it for reuse across your team.

Writing Helper

Drafting correspondence takes time. Jetfile's AI writing helper assists users in composing emails and other communications directly within the platform, reducing the time spent on routine outreach without replacing the human voice behind it.

Notes & Comments Summarization

Policies and claims accumulate history. Jetfile can generate an AI summary of all notes or comments on a record — giving team members a fast way to get up to speed on a file without reading through every entry.

Intelligent Matching

AI supports smarter data matching throughout the system — from automatically suggesting the correct agency when processing an extracted submission, to intelligently matching remittance payments to open invoices. These features reduce manual lookup work and help keep data accurate across the system.

AI Knowledge Assistant

Get answers without leaving the platform. Jetfile's built-in AI knowledge assistant lets users ask questions about how the system works and get contextual answers drawn from Jetfile's knowledge base — available directly within the help system alongside traditional search.

AI Workflow Automation

Jetfile analyzes incoming emails and their attachments, recognizes the context — vendor invoices, submissions, and more — and walks through the relevant steps automatically: extracting data, linking records, setting dates, attaching documents, and more. The result is that emails arriving in your queue can go from inbox to processed record with minimal human intervention — freeing your team to focus on the work that actually needs their attention.

See Jetfile’s AI
features in action

Talk to our team about how Jetfile uses AI to reduce manual work and improve efficiency across your production, financial, and claims workflows.