AI · Client Story
Automating document intake for a growing insurance agency
A fast-growing MGA specializing in habitational and commercial property risk, with submission volume nearly tripling over eighteen months as new retail partnerships came online.
70%less manual data entry
~45%faster submission-to-quote time
0additional intake hires needed for growth
The challenge
- A three-person intake team was manually re-keying ACORD applications and loss-run PDFs into the agency management system, averaging 25–30 minutes per submission.
- Submission volume was growing faster than the team could hire and train, creating a backlog that delayed quotes and frustrated retail partners.
- Data entry errors from rushed manual keying were surfacing downstream in underwriting, requiring rework.
The approach
- Document intelligence was deployed to read incoming ACORD applications and loss-run documents directly, extracting structured data into the AMS without manual re-typing.
- The intake team's role shifted to reviewing extracted data for accuracy and handling the exceptions the system flagged, rather than keying every field by hand.
- Extraction accuracy was validated against a sample of historical submissions before go-live, and a two-week parallel-run period compared automated output against manual entry before fully cutting over.
Where they landed
The agency absorbed a further 40% volume increase the following year without expanding the intake team.
Ready when you are
Let's move your business forward
Book a free consultation. We'll map your workflows, identify the biggest quick wins, and show you exactly how a dedicated team would run — no obligation.