.jpg)
← Case StudiesInsurance Plan Data Standardization
About the use case
The firm processes insurance proposals from dozens of carriers across multiple product types. Each carrier uses different terminology, formats, and document structures. Extracting, standardizing, and comparing plan data across this landscape was almost entirely manual — a slow, expensive bottleneck that limited operational capacity.
The challenge
Insurance plan data is dense, inconsistently formatted, and spread across thousands of PDFs. Manual extraction could not scale.
Inconsistent carrier terminology
Twelve carriers use different terminology for the same concepts across eleven product types. Mapping one carrier's "out-of-pocket maximum" to another's equivalent required human judgment for every field, every document.
No unified comparison view
Without a standard schema, comparing plans side-by-side required manual assembly into spreadsheets — a process that was slow, error-prone, and impossible to scale across thousands of proposals.
CRM data was stale and incomplete
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.
How Ejento AI solved it
An end-to-end data pipeline using Azure Form Recognizer, Azure OCR, and OpenAI — extracting, standardizing, and integrating insurance plan data at scale.
Automated PDF extraction
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.
AI-powered terminology normalization
OpenAI models recognize carrier-specific terminology variations and map them to a standard 15-field schema, handling edge cases that rules-based systems miss.
Standardized comparison schema
A common 15-field schema across all carriers and product types powers side-by-side plan comparison spreadsheets — enabling decisions that previously required hours of manual assembly.
Automated CRM integration
Extracted, standardized data flows into the CRM via Power Automate — keeping plan data current without manual re-entry.
The outcome
Manual extraction eliminated
Processing 1,000+ insurance proposals across 12 carriers and 11 product types is now automated. What previously required months of analyst time runs as a pipeline.
Side-by-side comparisons on demand
The standardized schema enables instant plan comparison across carriers and product types — a capability that did not exist before at this scale.
CRM always current
Automated integration keeps the CRM populated with accurate, structured plan data — making it a reliable source of truth for sales and operations teams.
Ready to deploy AI inside your cloud?
Schedule a demo