Insurance Quote Processing Is 90% Faster With Agentic AI

50 to 100 Pages. Per Quote. Reviewed by Hand.

Insurance brokers were drowning in paper. Every composite quote offering ran 50 to 100 pages. Reviewing them manually took hours — hours that should have been spent with clients, not combing through documents. The process didn't scale. Clients waited too long. And every hour spent on paperwork was an hour not spent on the work that actually drives revenue.

There had to be a better way to handle the volume.

A Multi-Agent System That Reads, Classifies, and Submits. Automatically.

We deployed a multi-agent AI solution that automates the entire quote review process from document intake to Salesforce submission.

Using optical character recognition, intelligent character recognition, and LLMs working in combination, the system extracts and classifies more than 80 data points per quote across varying document formats — automatically, without manual handoff or operational bottleneck. Results submit directly to Salesforce the moment processing completes. No waiting. No rekeying. No broker stuck completing a task that a machine can do faster and more accurately.

90% Faster. Under Two Seconds Per Page.

Quote processing time dropped by more than 90%. Each page now processes in under two seconds. Document and page classification runs automatically regardless of format variation.

Brokers spend their time on clients, not paperwork. Operations scale without adding headcount. And the quotes that used to take hours to review are done before the next one arrives.

That's what Agentic AI looks like when it's built for real enterprise volume, not just a demo.