Carrier Plan Document Extraction

Insurance brokers stay busy sourcing documents and policy information to meet customers’ needs. Keeping up with differences across plans, so that this data can be understood by the brokerage’s customer relationship management (CRM) tool is tedious. It increases the time required to put potential offerings in front of customers.

WorkFusion can read and extract key insurance documentation. Using machine learning and robotic process automation, it automatically reads proposal documents so that key comparison data points such as deductibles, co-pays, and benefit summary descriptions can be uniformly stored inside a CRM tool. It reduces the time spent copying and pasting, which can lead to a faster quoting process.