Spend more time with your clients, less time on admin.
NeuroMark intelligently processes policies, pension statements, and client documents. It classifies, extracts, and files everything automatically – locally, securely, and without the need for an IT project.
Sound familiar?
Your advisors have client meetings scheduled for this morning. But before the first one even starts, there are dozens of documents piling up: new policies, pension statements, ID copies, asset summaries. Someone in the team has to open each one, read through it, extract the relevant data, and manually input it into your system. It's a time sink.
As your firm expands — more clients, more contracts, more incoming mail — the administrative burden grows disproportionately. Simply hiring more staff won't fix it long-term; it just moves the problem around.
Highly skilled professionals, trained for expert advice and client relationship management, are instead bogged down with data entry. In some offices, this even spills over into the weekend. This isn't merely a resource issue — it's a fundamental structural problem that intensifies with every new client instruction.
DKG Dresden: A Modern Approach to Financial Services.
The Challenge
DKG Dresden provides expert advice on insurance and financial products to both private and corporate clients. Their administrative team was overwhelmed, manually processing every incoming document — from policy details and pension statements to identification.
The firm was unable to take on new clients without expanding its administrative team, leading to staff working overtime, including weekends. Manual processing had become a significant bottleneck.
The Solution
Incoming documents are now automatically categorised and extracted, eliminating the need for manual pre-sorting. The team reviews the results, making any necessary corrections with a single click, while the system continuously learns and improves.
Currently, over 35 document types are processed with full automation. This efficiency means DKG can now welcome new clients without needing to hire additional staff.
DKG also leverages NeuroMark for property due diligence →⚠️ [Quote from the Managing Director, DKG Dresden — to follow]
Over 35 Document Types, Ready to Go
NeuroMark currently processes data from more than 35 document types automatically — everything from insurance policies and pension statements to official identification. Documents are classified, key information is extracted, and then seamlessly integrated into your DKG system. All automated. No manual prep required.
Insurance Policy
Pension Statement
Income Protection
State Pension
Private Medical Insurance
Official IDTransforming your inbox into an organised archive.
New documents arrive — via email, upload, or directly from your existing administration software. NeuroMark automatically identifies the document type: a new insurance policy, pension statement, or identity document. No need for manual pre-sorting.
The system extracts all relevant data fields — contract number, sum assured, term, policyholder — and seamlessly integrates them into your system. For every piece of extracted data, you'll see the page, line, and justification. No opaque processes.
Documents are automatically filed into the correct folders. What's more, with every correction your team makes, the system learns and improves its accuracy. Within days, it operates without requiring manual input.
What if there are exceptions?
Should a document not be recognised, or if the extraction confidence is low, your team will be promptly notified. They'll see the original document alongside the extraction results, allowing them to review and correct with a single click. The system learns from every correction.
Curious if this solution can handle your unique document types? Genesis has you covered.
Tailored for your unique requirements.
Every property firm encounters document types that defy standard templates. Genesis empowers you to craft bespoke document profiles using natural language — no IT project, no coding required. The system intelligently suggests pertinent fields; you simply approve or refine. DKG, for instance, configured a comprehensive profile for real estate due diligence — including Land Registry excerpts, Energy Performance Certificates, and tenancy agreements — in under an hour.
→ Read the full case study: DKG Property
Your client data. Your control. Always.
Fully On-Premise Solution
NeuroMark operates entirely on your own hardware, within your network, and behind your firewall. Absolutely no documents or sensitive client information ever leave your infrastructure. We use no cloud services, and no external APIs for document processing.
GDPR Compliance Guaranteed
All processing is fully compliant with GDPR regulations. For every operation performed, a comprehensive audit trail is available, detailing which fields were extracted, their source, and the justification. This ensures complete auditability and transparency.
Comprehensive Audit Trail
You can effortlessly track every action the system takes with a document. This isn't just crucial for regulatory compliance; it's fundamental to building your team's confidence and trust in the system.
No Upfront Costs. Zero Risk. Pay Only for Results.
NeuroMark starts with a collaborative review of your existing documents and systems. We handle the entire setup process — completely free of charge, requiring no internal IT involvement from your side. You then thoroughly test the system within your own operational environment. Billing only commences once NeuroMark is fully operational, delivering tangible results. Our pricing is straightforward: per processed document. No setup fees. Absolutely no hidden implementation charges.
We provide around 35 bespoke document profiles specifically for the insurance and financial industries — ready to deploy instantly.
Frequently Asked Questions for Insurance Brokers and Financial Advisers
- NeuroMark automatically processes all standard insurance and financial documents — including policies, income protection insurance, state pension statements, P60s, ISA and pension contracts, private medical insurance documents, and identification. At DKG Dresden, 32 document types are currently in live operation. You can add your own document types via Genesis without needing an IT project — typically within a single day.
- Absolutely. NeuroMark runs entirely on-premise within your own network — your client data never leaves your infrastructure. There is no reliance on cloud services and no data transfer to external API providers. This ensures NeuroMark meets both GDPR requirements and the relevant outsourcing requirements for insurance intermediaries under FCA regulations. We provide a data processing agreement (DPA) and comprehensive technical documentation for your compliance checks.