Case Study: ShelterPoint Life Insurance streamlines enrollment form processing with Beyond Key’s OCR solution

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Preview of the ShelterPoint Life Insurance Case Study

ShelterPoint Life Insurance streamlines enrollment form processing with Beyond Key using OCR automation

The customer, ShelterPoint Life Insurance, a leading insurance provider, faced significant operational inefficiencies due to its manual process for handling hundreds of daily enrollment forms. This workflow was time-consuming and prone to data entry errors. They partnered with vendor Beyond Key to implement an automated solution to streamline this critical process.

Beyond Key provided ShelterPoint Life Insurance with a comprehensive OCR-based automated workflow. This solution processed physical forms by scanning and extracting data, while also incorporating a crucial human verification layer to ensure accuracy and add supplemental information. The result was a streamlined operation that significantly reduced processing time and minimized data inaccuracies for the client.


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