Case Study: Leading U.S. Insurance Company achieves automated claims reconciliation and restored data integrity with Infogix ACR/Summary

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Preview of the Leading U.S. Insurance Company Case Study

Automated Reconciliation of Claims to Payment Checks Assures Accuracy

A leading U.S. insurance company with billions in revenue and millions of customers relied on its Research and Planning Group for policyholder analytics, but struggled with a semi‑annual, manual reconciliation of auto claims. One employee spent four weeks each quarter consolidating data from multiple databases into Access, a time‑consuming process that produced frequent errors and incorrect policy histories that propagated through the enterprise.

The company automated reconciliation with Infogix ACR/Summary, implementing 1,224 job steps to balance 84 values across six years for eight companies, 50 states and three products. The automated controls detected longstanding discrepancies (some dating to the mid‑1990s), prompted corrective fixes to source programs, eliminated manual errors, and restored data integrity across automotive claims.


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