List your company

Pollen

Document processing · by Pollen

Builds a reliable, custom workflow that reads clients' documents, pulls them into one reviewed record, and fills out forms.

Visit website

What it does

Builds a reliable, custom workflow that reads clients' documents, pulls them into one reviewed record, and fills out forms. No platform to adapt to—Pollen learns how the firm works, then builds and runs the workflow that fits it.

  • Document-heavy client workflow automation
  • AI document extraction
  • Form completion from client documents
  • Master record creation for client data review
Category
Document processing
Users
Insurance firms, Financial-advisory firms, Firms whose client work runs on paperwork
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Pollen doesn't list prices publicly. Ask them for a quote.

Security and compliance

As reported by Pollen. Ask for audit reports before you buy.

  • SOC 2 Type IIIn progress
  • HIPAACompliant
  • AES-256 encryption at rest
  • TLS encryption in transit
  • Application-layer encryption for sensitive records
  • Private one-time links
  • Role-based access controls
  • Audit logging
  • MFA required for applications
  • MFA required for critical services
  • Password management policy
  • DMARC email security
  • Anti-malware on end-user devices
  • Device encryption
  • Mobile device management (MDM)
  • Automated security scanning on infrastructure
  • Firewall on infrastructure
  • Penetration testing performed within last 12 months
  • Vulnerability scanning
  • Disaster recovery plans tested
  • Automated backups
  • No customer data used for AI training

Reviews

No reviews yet

Reviews come from people who use Pollen at work. Share how your team uses it to help other buyers decide.

Write a review

Alternatives

  • Iron Mountain InSight DXP

    by Iron Mountain

    AI-native intelligent content platform for unstructured data management, document processing, governance, and workflow automation.

  • pdfFiller

    by airSlate Inc.

    Create, edit, eSign, and collaborate on PDFs from a cloud-based platform.

  • Nanonets Document Automation Platform

    by Nanonets

    AI-powered document automation platform for enterprises.

  • Flow

    by Base64.ai, Inc.

    Builder for document processing workflows in minutes.

  • DocHub

    by airSlate Inc.

    Edit, sign, and share PDFs with easy-to-use tools that work right inside Google apps.

  • Data Capture Solutions

    by Saturn

    Turns unstructured data, meetings, and documents into actionable insights; unifies everything into a single source of truth through deep data integrations for back-office system...

Is this your product?

Claim it to keep details accurate and submit evidence for the next ranking review.

Claim Pollen