case study

End to End Automation of Insurance Policy Creation


Business Impacts


Reduction in Manual Efforts


Average Extraction Accuracy


Average Classification Accuracy

Improved Efficiency with less time spent on Manual Input

Customer Key Facts

  • Country : India
  • Industry : BFSI
  • About : The company is a leading general insurance provider in India. It offers a comprehensive range of general insurance products and services, including motor insurance, health insurance, travel insurance, home insurance, and commercial insurance solutions. With a strong presence across the country is known for its customer-centric approach, innovative product offerings, and efficient claims settlement process.

Problem Context

Resource allocation issues stemming from multiple touch points led to inefficiencies, compounded by labor-intensive workflows including Quotes and Policy creation. Additionally, unlogged communications hindered transparency and documentation.


  • Labor intensive workflows including Quotes and Policy creation
  • Resource allocation issues stemmed from multiple touch points, leading to inefficiencies
  • Unlogged communications hindered transparency and documentation

Technologies Used



DocAI Warehouse

DocAI Warehouse

Kubenetes Engine

Kubenetes Engine

Vertex AI

Vertex AI



UI/UX Unqork

UI/UX Unqork


Policy Creation :

  • Assist in lead generation by automating client/broker document ingestion via e-mail, classification and data extraction
  • Automatically generates a quote and shares it with Client/Broker for approval
  • Underwriting workbench for faster time to quote and ability to alter/modify premium rating
  • Policy creation and issuance after quote acceptance

Certificates and endorsements :

  • Real time ingestion of client documents followed by automated rule based underwriter review
  • Intelligent rule based endorsement creation by Sales, Underwriters and Operations

Claims Processing :

  • Monitor mail inbox for claim request rule based automated review of claims approval and closure


  • Reduction in Manual Efforts
  • Gain Operational Efficency
  • Faster Time to Quote

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