Document Intelligence
Lead intake that understands the document, not just the file.
AgentDeck is being built to reduce the manual work between receiving lead documents and getting usable field records into the system.
Document Intelligence
AgentDeck is being built to reduce the manual work between receiving lead documents and getting usable field records into the system.
From raw documents to reviewed records
PDF and CSV intake flows through a draft review process where extracted fields can be checked before records are committed. The goal is speed without sacrificing control.
Designed for trust
Document Intelligence is intentionally built around review, provenance, confidence, and auditability.
The import workflow is designed so extraction technology can evolve without rewriting the agent experience.
Imported data should retain context about source documents, extraction paths, and review decisions.
Mailer leads often split phone, DOB, address, and name fields across layouts. AgentDeck is evolving to assemble them more intelligently.
OCR evolution
AgentDeck's long-term document roadmap favors local, self-hosted, reliable technology where practical, with hosted services considered only when they align with trust requirements.
Use clean embedded PDF text when available.
Add local OCR for scanned documents when needed.
Improve field context, labels, and document fingerprints.
Understand what the document is trying to tell the agent.
Keep the agent in control before committing data.
In development
A field operating system for life insurance agents is being prepared for private beta.
Join the early access list for updates as AgentDeck moves toward beta availability.
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No spam. Just product updates and beta availability.