Insurance carriers and brokers face a critical operational bottleneck: manual policy renewal processes consume hundreds of hours annually. Agents log into multiple carrier websites, extract policy data by hand, update CRM systems, and verify information across spreadsheets—a workflow inherently prone to human error and delays. This manual dependency not only strains team resources but also impacts customer satisfaction and renewal velocity. Our client, a mid-sized insurance broker managing hundreds of active renewals, needed a transformative solution to eliminate this friction and scale their operations without proportionally increasing headcount.
We engineered an intelligent generative AI-powered web agent that fully automates the policy document acquisition and data extraction workflow. The solution integrates seamlessly with their existing Salesforce CRM to autonomously navigate carrier websites, download policy documents, analyze their content using advanced OCR and natural language processing, and populate customer records with accurate data—all without human intervention. The AI agent handles complex, multi-step workflows including secure credential management, dynamic form navigation, intelligent button identification, OCR-based text recognition, and contextual data extraction. The system maintains enterprise-grade security standards and compliance requirements while operating 24/7 to process renewals.
Insurance agents no longer manually navigate carrier portals. The AI web agent logs into carrier websites, locates policy documents, and downloads them automatically—handling session management, multi-factor authentication, and dynamic page loads without human oversight.
The platform processes downloaded policy documents through advanced optical character recognition and natural language understanding. It extracts critical information including policyholder names, billing addresses, coverage limits, deductibles, renewal dates, premium amounts, and policy numbers with 99%+ accuracy, eliminating transcription errors.
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Insurance agents no longer manually navigInsurance brokers can create Salesforce records with all relevant policy information automatically extracted and populated. The system attaches policy documents as file links and creates audit trails for compliance verification.ate carrier portals. The AI web agent logs into carrier websites, locates policy documents, and downloads them automatically—handling session management, multi-factor authentication, and dynamic page loads without human oversight.
Agents can search for upcoming renewals using intelligent filtering by coverage type, carrier, renewal date proximity, and premium range. The platform flags high-priority renewals requiring immediate attention and surfaces cross-sell opportunities based on coverage analysis.
The AI agent completes all data collection and document management tasks, then intelligently hands off work to human agents for customer communication and negotiation. This hybrid model ensures agents focus on high-value client relationship activities rather than data entry.
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IntuitioLabs partnered with a major regional insurance broker to redesign their policy renewal workflow through generative AI automation. Working closely with stakeholders, we architected a solution that eliminated 80% of manual document handling while improving data accuracy. The platform launched successfully in production and continues to process an increasing volume of renewals with minimal oversight.
