This whitepaper argues that insurance brokerages are constrained by document-heavy, manual workflows that create delays, errors, and scaling limits, and that they should modernize by combining Intelligent Document Processing (IDP) with AI copilots. It defines IDP as AI/ML/NLP-driven automation that retrieves documents from multiple sources, classifies them, extracts and validates key fields, integrates outputs into core systems, and improves over time through continuous training (pages 5–6). It explains copilots as human-in-the-loop AI assistants that streamline tasks, surface insights, and improve broker-client interactions, and says the biggest gains come when copilots sit on top of IDP to make extracted data instantly usable in conversations and decisions (page 9). It outlines use cases

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