OVERVIEW
Insurance Document Rectification
A leading supplemental insurance provider in the United States
Project Details
Category: Insurance Document
Date: 25 February 2021
Clients: Supplemental Insurance Provider
Our Process
We helped the client set up a secure, scalable platform that helped maximize the output and minimize hassle. We made the standardization of various diversified raw files easy, which supported business growth.
Raw File
Downloaded to
AI module
Secured Login
Client remote desktop used to access the data
Assignment
Handwritten documents eligible for validation assigned to reviewers
Review
Validation and correction of identified data in the document
Output
Validated data become the input for AI Module
The Working Challenges
We designed a planned AI process that focused on consistency and higher review accuracy, which led to improved productivity. In a broader sense, we helped the client build a team of reviewers with relevant experience that resulted in 35% direct OPEX saving.
1
Challenge
- Manage a daily input of 4000-6000 input
- Multiple document types and vast attributes
- Inconsistency of attribute data across different types of document
- Absence of central tagging & validation guideline
2
Solution
- Designed a process flow of AI to manual validation basis review algorithm
- Formed a team of reviewers with relevant roles & experience in the insurance data domain
- Created the document and training mechanism with click level SOPs/checklist and shadow training
3
Benefit
- 100% document review closed before the project ETA
- 99% review accuracy achieved with less than a week’s training plan
- 5 process improvement suggestions led to 20% productivity improvement
- 35% direct OPEX saving for the client
TESTIMONIALS
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