Automating Case Evidence and Summaries for an Insurance Agency
DIRC engagement. Delivered by Do IT Right Consultants LLC.
Overview
An insurance agency assembled every case file by hand. The evidence and documentation for a single case lived in 20 different sources, and each piece had to be found, collected, summarized and uploaded before the case could move.
The challenge
The work was repetitive, but it couldn't be sloppy: a missing document or a weak summary meant rework and a slower case. Staff time went into collecting and compiling instead of handling the case itself, and that cost grew with every new case.
The approach
- A map of the 20 sources and what each one contributes to a case file
- Automated collection of evidence and documentation from every source
- AI-driven compilation of the case summary from the collected material
- Automated upload of the compiled documentation to where the case is worked
The outcome
- About two hours saved on every case
- Case files compiled the same way every time
- Staff time freed from gathering and retyping paperwork
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