Case Study: a U.S.-based underwriting services provider accelerates loss run processing with Trellissoft

A Trellissoft Case Study

Preview of the Leading U.S.–based Underwriting Services Provider Case Study

Loss run automation Using document Intelligence for us-based Underwriting firm

A leading U.S.-based underwriting services provider was facing significant inefficiencies in its workflows due to the manual processing of loss run reports. These documents came from various carriers in non-standard formats, leading to high processing times, inconsistent data interpretation, and delayed underwriting decisions. The company engaged Trellissoft to address these challenges with an AI-powered Document Intelligence solution.

Trellissoft implemented its Document Intelligence platform, powered by DocuVera360 capabilities, to automate the extraction, normalization, and query-based retrieval of loss run data. The solution delivered substantial results, including a 70% faster processing turnaround and a 50-60% reduction in manual effort. For the customer, this resulted in 40-50% faster underwriting decisions, higher pricing confidence, and significantly lower operational costs.


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