Case Study: Insurance Brokerage Company achieves 400% ROI and saves nearly 5,000 manual hours with Catalytic

Insurance Brokerage uses Catalytic to drive Process Efficiency, Accuracy

Insurance Brokerage Company, a national insurance and financial services firm, faced an inefficient, manual quote-to-proposal process that required employees to extract more than 200 fields from varied carrier files and spend hours formatting bespoke proposals—delaying delivery and impacting revenue. The company engaged Catalytic to automate and streamline this repetitive, error-prone workflow.

Catalytic automated five of six steps in the process—extracting data from PDFs/docs/spreadsheets, consolidating and formatting proposals, and preparing onboarding materials—reducing processing time per quote to approximately one minute with more than 95% accuracy. The new workflow cut time per proposal from 205 to 60 minutes, will save almost 5,000 manual hours over one year across 2,000 proposals, and is projected to deliver a 400% ROI while freeing staff for higher-value work.