A leading provider of business, property, personal, and auto insurance based out of Florida. They offer outstanding customer service and expedited quoting services through an online insurance quote portal.

• Manual Data Extraction: Labor-intensive manual efforts were required to extract relevant data from policy documents across various carrier websites.
• Complex Form Generation: Cumbersome generation of 50+ different form types that required precise matching to various carrier template specifications.
• Workflow Coordination: Difficulty in streamlining complex workflows spanning internal employees, offshore teams, and carrier communication.
• Accuracy and Compliance: Ensuring accuracy in data extraction and generating documents that perfectly match required carrier formats (e.g., editing Microsoft DOCX).

We developed a comprehensive insurance platform centered on generative AI capabilities to automate the policy renewal ecosystem. The solution integrates with over 100 carriers, drastically reducing the manual steps involved in documentation.

• Intelligent Data Extraction: The solution uses Python libraries (DOCX, PDF, OCR) and Azure OpenAI (GPT-4 models) to read quote files (PDF/images) from multiple carrier formats and accurately extract data.
• Automated Proposal Generation: Automatically generates proposal documents in DOCX and PDF formats that match carrier-specific templates using the extracted data.
• Workflow and Integration: Automated the workflows for downloading policy declaration documents, creating new policy documents, and updating key systems like Salesforce (for opportunity creation) and NowCerts APIs.

• AI-Powered Code Generation: Developed a tool to generate automation scripts (Playwright) for policy-related tasks on carrier websites based on simple user instructions.
• Automated Renewal & Payment Flow: AI-driven extraction to populate necessary fields in forms retrieved directly from carrier websites for new policy creation.
• Commercial Project Implementation: Architected Salesforce org to support complex commercial opportunities, mapping 30+ input fields to create opportunities.
• Multiprocessing Support: Platform utilizes Python (Flask, FastAPI) frameworks to support the simultaneous execution of multiple processes for high-speed data handling.

• Efficiency & Productivity: Enhanced efficiency as users can perform data entry, document development, and policy renewals faster.
• Reduced Operational Costs: AI-powered automation significantly simplified complex, time-consuming tasks, helping the client reduce manual workloads and associated operational costs by 70%.
• Seamless Communication: The system automates email notifications in carrier-specific templates for policy updates and renewals, ensuring professional client communication.
• Data Accuracy: Automated downloading, verifying, and updating records ensures higher data accuracy with minimal human error.