Binderly
InboxWorkspaceMappingsSync Log

Turn a policy PDF into a clean CRM record.

0 policies processed today · 0 flagged for review

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Santosh Nikam health policy.pdf
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Extracted ledger

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Policy number
Insured
Effective date
Expiration date
Premium
Carrier
Policy type
Zoho CRM mapping
Deal: Policy # —
Deal: Deal Name —
Deal: Close Date —
Deal: Expiration Date —
Deal: Amount —
Deal: Carrier —

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How a policy gets to Zoho

01

Upload

Drop in the scanned declarations page — any carrier, any layout.

~10 sec
02

Detect

Binderly reads the policy number, insured, dates, premium and carrier off the page.

~20 sec
03

Verify

Confirm each field in the ledger, or correct it inline — nothing pushes unverified.

~1 min
04

Push

Send the finished record straight into a Zoho CRM deal, mapped field for field.

~5 sec
Close-up of a person holding a home insurance policy on a clipboard, captured indoors.

Every field, traced to its line

Binderly keeps a pointer from every ledger value back to where it read it, so verifying a field is a glance at the page, not a search.

Travelers · Homeowners HO-3 · 4 pages read

Field for field, exactly where you want it

Policy # Deal: Policy_Number
Deal Name Deal: Deal_Name
Close Date Deal: Closing_Date
Expiration Date Deal: Policy_Expiration_Date
Amount Deal: Amount
Carrier Deal: Carrier

Built for the queue, not the demo

Every state on this page is one Binderly actually shows while it works.

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Success

Pushed 12 policies to Zoho CRM.

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