About The Client
A Fortune 500 life insurance provider faced persistent challenges with manual policy processing, long claims turnaround times, and evolving compliance requirements. To stay competitive and deliver better customer outcomes, they turned to Docketry’s agentic AI platform.
Challenges the client faced before adopting Docketry:
- Overwhelming paperwork in policy administration and claims
- Delays in beneficiary verification, slowing payouts
- Compliance overhead with changing audit standards
- Fragmented systems and legacy tools
Docketry’s Solution
The insurer deployed Docketry’s full agentic AI suite:
- ExtractIQ for auto-extracting structured data from policy documents and forms
- OpsIQ to orchestrate policy lifecycle workflows and automate escalation paths
- NeuroDesk to enable real-time analytics for claims patterns and compliance tracking
- CASIE as a conversational interface for internal policy and claims support
Docketry agents gave us audit-ready policy records, reduced processing times by 70%, and our compliance team sleeps better at night.”
— VP of Operations, Fortune 500 Insurer
