Case Study: a top-20 insurance company automates Certificates of Insurance with Docugami

Insurance automates COI generation from 100+ page policies with Docugami

A top-20 insurance company faced significant challenges in generating Certificates of Insurance (COIs) for its clients. Its existing software could not accurately handle the complexity and variety of lengthy policy documents, forcing staff to spend excessive time on manual data extraction. This process was plagued by errors, delays, and high costs, which strained resources and risked the firm's reputation. The company turned to Docugami for a solution.

Docugami implemented its AI-powered document engineering to automate data extraction. With minimal training, the platform created XML Knowledge Graphs from complex policies, dramatically improving accuracy. This streamlined the COI generation process, making it mostly automated. The solution reduced the time and cost associated with creating certificates, ensuring consistency and reliability while better supporting customer needs.