Syntexa

AI for Polish insurance brokers

From insurer PDF to client-ready comparison in minutes

Upload offers or forward them by email — Syntexa standardizes data, builds comparisons with PDF source highlighting, and exports client-ready reports. Personal data is redacted before any external AI processing.

  • 11+ group insurers
  • PDF source verify
  • GDPR · EU hosting
See features
Syntexa — Offer Comparison
Benefit PZU Warta Ergo Hestia
Death of insured 50 000 PLN 60 000 PLN 65 000 PLN
Permanent disability (1%) 300 PLN 400 PLN 350 PLN
Critical illness ↳ Source in PDF 20 000 PLN 15 000 PLN 18 000 PLN
Hospital stay / day 100 PLN 120 PLN 150 PLN
Accidental death 100 000 PLN 90 000 PLN 95 000 PLN
Surgery allowance 5 000 PLN 4 500 PLN 5 500 PLN
Outpatient treatment 2 000 PLN 1 800 PLN 2 200 PLN
Monthly premium 42 PLN Best price 38 PLN 45 PLN
11+
Group life insurer drivers
EU
Hosting and processing in Europe
PII
Personal data redacted before AI
GDPR
European data protection aligned

Why not ChatGPT?

Generic AI is a liability in insurance

ChatGPT and spreadsheets do not understand Polish group offer structures or provide audit trails. Syntexa is built for brokers.

Excel copy-paste

The default workaround — flexible, but every comparison is rebuilt by hand.

  • Manual transfer from PDF to spreadsheet
  • No highlight in the source document
  • Layout breaks when insurers change format
  • Hours of work per client case
  • Transcription errors with no audit trail
Syntexa

Specialized insurance platform

Purpose-built for group offer comparison — from inbox to client-ready output.

  • Dedicated drivers for 11+ group insurers
  • Every value traceable in the source PDF
  • PII redacted before external AI processing
  • Editable comparison table in minutes
  • XLSX, PDF, or secure read-only link
  • Hosting and processing in the EU

Generic chatbot

Fast answers, but not built for Polish group insurance offers or broker compliance.

  • No understanding of Polish offer layouts
  • Risk of invented limits and exclusions
  • Cannot map values back to the PDF
  • Weak controls for personal data in documents
  • No standardized export for the client

Features

Product depth Excel cannot replicate

PDF analysis for Polish insurers

Per-insurer parsers for major Polish group insurers, with fallbacks for other offer formats.

Click-to-source in PDF

Every comparison value traces back to the exact clause in the original document.

PII redaction before AI

Names, tax IDs, and other personal data are stripped before any external model sees the file.

Automated comparisons

Standardized tables regardless of offer layout — indicators, templates, and column controls.

Email or broker upload

Offers can arrive automatically from mailbox polling or via drag-and-drop in the web app.

Export and client links

Excel, PDF, or signed read-only links — ready for your client meeting.

How It Works

Four steps from documents to decisions

  1. 01

    Deliver offers

    Forward PDFs to a dedicated mailbox or upload in the broker panel (up to 10 files per comparison).

  2. 02

    AI + normalization

    PII redaction, multi-step extraction, and attribute mapping — with automatic AI provider failover.

  3. 03

    Compare with PDF

    Editable table with indicators; click a value to highlight it in the source document.

  4. 04

    Export to client

    Download XLSX/PDF or share a secure link — no spreadsheet re-entry.

Coverage

Polish group life offers we parse

Dedicated PDF drivers for major insurers — plus a universal fallback for other carrier layouts.

  • PZU
  • Warta
  • NN
  • Unum
  • Ergo Hestia
  • + more

Why a specialized platform

From manual chaos to automated clarity

Manual process

Hours of manual work

  • Manually reviewing dozens of offers
  • Copy-pasting data into spreadsheets
  • Inconsistent formatting across insurers
  • Risk of human errors in comparisons
  • Days to prepare a single client presentation

With the platform

Minutes with audit trail

  • Automatic extraction from Polish offer formats
  • Standardized comparisons in one view
  • Highlight every value in the source PDF
  • Client data redacted before AI processing
  • Client-ready materials in minutes

Solutions

Built for insurance professionals

Insurance brokers

Compare offers from multiple insurers in minutes — with proof in the source document.

Brokerage firms

Standardize comparison workflows across the team without adding headcount.

Managing general agents

Analyze program positioning and competitiveness with structured data, not gut feel.

Security and privacy first

Your clients' data is handled to the highest standards — see our security page for details.

Full security overview →

EU hosting

EU-based infrastructure — customer data is not moved outside the EU for the service.

No training on your documents

AI provider agreements exclude using customer data for model training.

MFA and access control

Multi-factor authentication, user roles, and per-organization data isolation.

Minimization and retention

Documents kept only as long as needed to deliver the service.

FAQ

Frequently asked questions

Does Syntexa replace our broker management system (AMS)?
No — it complements your AMS with PDF extraction and comparison. AMS integrations are on our roadmap.
Where is data stored?
Exclusively in the European Union. See our security page for details.
Which insurers do you support?
11+ dedicated group life drivers (including PZU, Warta, NN, Unum) plus universal fallbacks.
Are full documents sent to external AI?
Not in original form — we redact personal data first; only redacted files are analyzed.
How long does onboarding take?
Demo and pilot typically within a few business days, depending on team size and process.
What does a demo look like?
Click “Book a Demo” — a few quick questions and we will schedule a walkthrough for your segment.

Ready to see Syntexa in action?

A few quick questions, about a minute — we will respond within 1–2 business days to schedule your demo.

If something goes wrong: kontakt@syntexa.pl