Autonomous Back Office for a Mid-Market Insurance Broker
P&C insurance broker — 22 employees, $4.8M annual premium volume
94%
Reduction in daily data entry time
99.1%
Data accuracy rate (from 96.4% baseline)
$187K
Annual overhead redirected to production
2.4×
Increase in on-time policy renewals
The Challenge
Three licensed producers were collectively spending 6.2 hours per day re-keying policy data across seven carrier portals — a task that generated zero revenue and introduced material error risk. At $68/hour fully-loaded cost, the firm was absorbing $187,000 annually in pure transcription overhead. Manual error rates averaging 3.6% were triggering premium miscalculations and compliance exposure on commercial lines.
The Intervention
Vizion AI built a five-stage automation pipeline: document ingestion via OCR, structured data extraction using a fine-tuned extraction agent, multi-field validation against carrier schemas, bidirectional CRM sync, and automated renewal trigger creation. The system processes submissions from email, fax-to-PDF, and direct carrier feeds. Exceptions are flagged with confidence scores and routed for 90-second human review.