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Premium Financing Automation: Fast Results for Insurance

About The Client

A Fortune 500 life insurance provider was facing bottlenecks in its premium financing workflows—a critical revenue enabler for high-net-worth clients. Manual document handling, eligibility checks, and compliance validation delayed approvals and created friction between agents, lenders, and customers.

To address this, the insurer implemented Docketry’s agentic AI suite—a move that unlocked automation across the premium financing process, from intake to compliance, delivering results within weeks.

Challenges the client faced before adopting Docketry:

  • Manual intake of premium financing applications and supporting documents
  • Eligibility validation slowed down by fragmented data and inconsistent formats
  • Compliance teams manually verifying lender agreements, signatures, and regulatory clauses
  • Customer experience suffered due to slow approval timelines and back-and-forth requests

The Solution

The insurer deployed a tailored automation flow using Docketry’s intelligent agents:

  • ExtractIQ for real-time extraction of key data fields from premium financing applications, bank forms, and collateral documents
  • OpsIQ to automate eligibility verification and decision routing based on underwriting rules
  • CASIE to enable secure conversational interactions for internal teams to query status or resolve exceptions
  • NueroDesk for on-demand reporting across regions, agent performance, and compliance milestones

Outcomes that Docketry delivered

  • Application processing time reduced by 60%
  • End-to-end automation of eligibility checks and validations
  • Audit-ready digital records for every financed policy
    • Uptick in premium financing conversions by 25%
  • Agents spent 40% less time chasing paperwork and status updates

“With Docketry, what used to take a week now takes hours. Our premium financing flow is automated, auditable, and built to scale.”

 — SVP, Life Insurance Operations, Fortune 500 Insurer

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