Case Study: Major Insurance Company achieves up to 98% mailroom automation accuracy with SS&C Blue Prism Document Automation

Digitizing the mailroom: AI system eliminates manual tasks with up to 98% accuracy

Major Insurance Company faced a costly, high-volume mailroom challenge—about 5,000 pages per hour with seasonal peaks and more than 800 form types—relying on manual sorting, indexing and data entry that increased training, staffing and turnover costs. They engaged SS&C Blue Prism's Document Automation to achieve straight-through indexing and automate processing of physical forms.

SS&C Blue Prism implemented Document Automation to deskew and template-match pages, extract typed and handwritten fields, and route documents, replacing six of eight key mailroom tasks and delivering 96–98% accuracy (98% indexing, 95% data extraction) with <1-hour SLAs. The solution provided clear ROI (threshold 90%), improved error traceability, secure transfers, scalable seasonal capacity and 24/7 operation, significantly cutting costs and turnaround time for Major Insurance Company.