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Case Study • Insurance AI

Cutting Proposal Generation & Comparison Time by 90% & Reducing Human Errors at FBSPL

Insurance Outsourcing
AI Consultancy + Development + Workforce
Jan 2025
Speed
90%
Faster Proposals
Throughput
3x
VA Capacity
Insurance AI Platform
Multi-Carrier Quotes
AI Questionnaire
Proposal GenerationComplete
2 minutes (was 20 min)
VA Throughput: 18/hrError Rate: <0.5%OPEX: ₹110
AI Super-Agents
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Executive Snapshot

Insurance Process Transformation

Client
FBSPL — Insurance back-office & virtual-assistant provider serving U.S. Personal & Commercial lines agencies
Challenge
Manual quote-to-proposal prep, policy comparison, 60-field questionnaires, DocuSign mark-up, and AMS entry stretched turnaround to 45 min/policy, introduced 8–10% data errors, and capped VA capacity at 6 policies/hr
Services
AI ConsultancyAI DevelopmentAI Agents
Key Results
3x VA throughput
90% faster proposals
95% error reduction
72% OPEX reduction
“Solution turned our VAs into AI-assisted super-agents.”
FG
FBSPL

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)

Speed to prepare & compare proposals
45 min → 5 min
89% faster
VA throughput / hour
6 → 18
3x increase
OPEX / policy
₹ 400 → ₹ 110
72% reduction
Data-entry error rate
8% → < 0.5%
95% reduction
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Solution Overview

Insurance Process Automation

Service Pillars Engaged

AI Consultancy
2-week workflow audit, ROI & SOP blueprint
AI Development
Proposal-builder, comparison engine, AMS/rater connectors
AI Agents
Chat-based questionnaire bot, DocuSign auto-markup & routing

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

Multi-Carrier Quote Comparison
Cruise
$2,000
● Mismatch
Travelers
$3,000
● Match
State Farm
$3,000
Dwelling Coverage$3,000 vs $2,000
AOP Deductible$1000 Match
AI Questionnaire BotWhatsApp/SMS
Can you provide your full name?
John Middle Doe
Please provide your date of birth
January 1st, 1990
60 fields collected • 3 min completion
Integration Status
AMS
Full Name: ✓
Date of Birth: ✓
DocuSign
Auto-tagged
Ready to send
Real-time
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Architecture & Approach

Implementation Strategy

1Technical Build

Input ingestion: AMS Integration & Document Intelligence for Docs
Proposal builder: Agentic Builder → Python templating → PPTX/PDF
Comparison engine: Vision-OCR + rule-based delta finder
Questionnaire bot: LangGraph agent across WhatsApp/SMS
Workflow orchestration: Kafka + Celery workers
AMS/Rater bridges: Applied Epic & PLRater REST hooks
Security: VPC isolation, AES-256 at rest, RBAC, ELK audit logs

2Discovery & SOP Design

12 ride-alongs, 8 swim-lane maps
38 manual steps → 6 automated modules

3Deployment & Adoption

Pilot (5 VAs) → full rollout (120) in 6 weeks
“Shadow-bot” co-pilot for trust, then zero-touch

System Architecture

External Systems
DocuSign
9AI Operating System
Auto Mark-up & e-Sign
Questionnaire
Policy Docs
Quote/Binder PDFs
Conversational Questionnaire Agent
Policy Comparison Engine
AI Proposal Builder
Integration Hub & Analytics
Rater API (PL Rater)
Agency Management System (Applied Epic / EZLynx)
Zero-touch

Outcomes & Business Impact

MetricPre-9AIPost-9AIΔ
Proposal prep time20 min2 min▼ 90%
Policy comparison time15 min90 sec▼ 90%
Questionnaire completion30 min3 min▼ 90%
Data-entry errors8 - 10%< 0.5%▼ 95%
VA throughput (policies / hr)618▲ 3x
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