Cutting Proposal Generation & Comparison Time by 90% & Reducing Human Errors at FBSPL
Executive Snapshot
Insurance Process Transformation
“Solution turned our VAs into AI-assisted super-agents.”
Insurance Partner
Challenge & Objectives
Challenge Narrative
FBSPL's 600+ VAs handled personal-lines quoting, proposal prep, policy comparison and DocuSign workflows for U.S. agencies. Manual copy-paste across carrier PDFs, AMS, and rater tools stretched turnaround >45 min per policy, introduced 8–10% data-entry errors, and capped throughput at six policies/hour. Agencies demanded faster, error-free service to stay competitive.
KPI (Baseline → Target)
Solution Overview
Insurance Process Automation
Service Pillars Engaged
How It Works
The system ingests multi-carrier quotes, auto-generates a branded proposal, compares quote ↔ binder ↔ policy PDFs for any premium or coverage deltas, chats with the insured to collect 60 data fields, and places signature tags before instant DocuSign dispatch.
All data syncs bi-directionally with Applied Epic and PLRater, dashboards surface SLAs, and approvals flow back to agents in one click—fully unattended.
Insurance Platform Interface
Architecture & Approach
Implementation Strategy
1Technical Build
2Discovery & SOP Design
3Deployment & Adoption
System Architecture
Outcomes & Business Impact
Metric | Pre-9AI | Post-9AI | Δ |
---|---|---|---|
Proposal prep time | 20 min | 2 min | ▼ 90% |
Policy comparison time | 15 min | 90 sec | ▼ 90% |
Questionnaire completion | 30 min | 3 min | ▼ 90% |
Data-entry errors | 8 - 10% | < 0.5% | ▼ 95% |
VA throughput (policies / hr) | 6 | 18 | ▲ 3x |
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