Is Manual Review Costing You More Than You Think?
Protect Your Reputation Before the Next Coverage Error Costs You | Case Study
Industry: Insurance (Brokerage) | Region: North America | Use Case: Submission and proposal review automation
A regional insurance broker serving small and midsize businesses was drowning in the daily manual review of client submissions and insurer proposals. Accuracy was non-negotiable—one overlooked clause or mismatched limit could lead to a costly errors & omissions (E&O) claim. With limited staff and rising expectations, the broker needed a better way to manage risk and improve turnaround time.
Enter aiMDC. The platform parsed incoming client documents, quote comparisons, and coverage summaries with precision. It flagged missing disclosures, mismatched coverage terms, and outdated endorsements across submissions — surfacing critical discrepancies that previously went unnoticed.
Instead of chasing corrections after the fact, the broker’s team could address issues upfront. This shift not only prevented exposure to legal liability but also elevated client trust, increased operational efficiency, and freed the team to focus on advisory work, not document triage.
Client
Environment
Objective
Reduce manual document handling and minimize risk of quoting or binding errors that could result in reputational or financial loss
What was done
aiMDC was used to scan, extract, and align data from client intake forms, insurer quotes, and coverage binders. The AI flagged mismatches in terms, limits, and exclusions—alerting account managers before quotes were finalized
Achievement
The brokerage avoided multiple near-miss E&O incidents in the first quarter of using aiMDC, thanks to early identification of term mismatches and incomplete client information. Internal document processing time dropped by over 50%, giving brokers more capacity to grow the book of business. By automating routine document scrutiny, the firm improved quote accuracy, reduced downstream correction requests, and earned faster approval cycles from carriers. Most importantly, the brokerage reinforced its reputation for diligence and reliability—key assets in retaining high-value clients.
What happens next…
Take control of your document challenges today. Connect with our experts, see aiMDC in action, and discover how precision AI can transform your workflow—saving you time, reducing risks, and boosting results. Ready to lead with confidence? Get started with aiMDC
‘To protect client confidentiality, certain details have been modified; this case study is intended to illustrate the capabilities of aiMDC’
