Case Studies
What used to be months of manual work extracting and harmonizing insurance plan data across carriers is now automated end-to-end.
As an insurance firm that processes insurance proposals from dozens of carriers across multiple product types, the firm needed to automate extracting and harmonizing insurance plans data across carriers. Each carrier uses different terminology, formats, and document structures. So manually extracting, standardizing, and comparing plan data is a slow, expensive bottleneck that limits operational capacity.
Insurance plan data is dense, inconsistently formatted, and spread across thousands of PDFs. Manual extraction could not scale.
Twelve carriers use different terminology for the same concepts across 11 product types. Mapping one carrier's "out-of-pocket maximum" to another's equivalent required human judgment for every field, every document.
Without a standard schema, comparing plans side-by-side required manual assembly into spreadsheets. This process was slow, error-prone, and impossible to scale across thousands of proposals.
Plan data sitting in PDFs never made it into the CRM consistently. Sales and operations teams couldn't rely on the CRM for accurate plan information, limiting its usefulness.
An end-to-end data pipeline using Azure Form Recognizer, Azure OCR, and OpenAI — extracting, standardizing, and integrating insurance plan data at scale.
Azure Form Recognizer and OCR extract structured data from up to 1,000 insurance proposals across 12 carriers and 11 product types — without manual data entry.
OpenAI models recognize carrier-specific terminology variations and map them to a standard 15-field schema, handling edge cases that rules-based systems miss.
A common 15-field schema across all carriers and product types powers side-by-side plan comparison spreadsheets. This enables decisions that previously required hours of manual assembly.
Extracted, standardized data flows into the CRM via Power Automate — keeping plan data current without manual re-entry.
Processing 1,000+ insurance proposals across 12 carriers and 11 product types is now automated. What previously required months of analyst time now runs as a fast pipeline.
The standardized schema enables instant plan comparison across carriers and product types. This capability did not exist before at this scale.
Automated integration keeps the CRM populated with accurate, structured plan data. It's now a much more reliable source of truth for sales and operations teams.
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