Case Study: Major US Insurer reduces mailroom errors and saves 40 FTE with Instabase

Major US Insurer - Customer Case Study

A major US insurer worked with Instabase to tackle a high-volume mailroom challenge. Thousands of documents arrived every day across web forms, emails, faxes, and scanned physical mail, creating bottlenecks, SLA risks for medical claims, manual indexing errors, and a costly triage process.

Using Instabase, the insurer configured a new app in two weeks to digitize incoming documents, classify them by type, extract key metadata, and route them into the correct workflow queues. Instabase helped the customer automatically classify 96% of incoming documents and save 40 full-time employees, improving scalability and freeing staff for higher-value work.