Case Study: Johnstone Brokerage Services saves time and improves risk monitoring with Impira

How Johnstone Brokerage Services Navigates Risk and Saves Time With Impira

Johnstone Brokerage Services (JBS), a financial services firm, needed a faster way to handle the quarterly insurance and annuity statements it receives for client accounts. Manual processing made it difficult for Mark Renard and his team to stay on top of cash value, death benefit, inception date, and other key fields needed to monitor risk and guide client decisions. JBS turned to Impira to help organize and make sense of this financial data more quickly.

With Impira’s machine learning platform, JBS uploaded statements and other documents for automated data extraction and organization, enabling quarterly monitoring across more than 300 client accounts. The solution helped the team extract 48+ fields from 275+ files in just one day of setup, reducing manual work and giving them faster access to actionable insights. By using Impira, Johnstone Brokerage Services could identify important account conditions more efficiently and support clients with more informed, timely advice.

Johnstone Brokerage Services

Mark Renard

Executive Vice President