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Transforming TPA Operations With Agentic AI-Driven Document Intelligence

Customer

A U.S.-based Third-Party Administrator (TPA) and independent claims adjusting company, managing over 150,000 claims annually for regional insurers and employer groups. With a workforce of around 250 claims professionals and adjusters, the company supports multiple lines of insurance, including health, auto, and property, through its nationwide processing centers. 

Industry

Insurance | Claims Administration | Business Process Automation 

Solution Area

Agentic AI | Document Intelligence | Workflow Automation | Outlook Integration 

Challenge:

Manual document workflows and email-based intake caused slow settlements, inconsistent accuracy, and high costs. The TPA needed a solution to automate claims intake and validation—without disrupting ongoing operations.

Benefits & Outcomes:

60%

Reduction in operational costs

57%

More claims processed weekly

Zero downtime during deployment 

Get the complete case study to learn how Docketry enabled AI-driven claims orchestration and efficiency at scale for a leading U.S. TPA. 

Our claims processing used to feel like running on two speeds, slow and slower. With Docketry’s Agentic AI orchestration, it’s like we flipped a switch. Claims that once took 20 minutes now close in under 6, and our adjusters finally have the time to focus on resolving claims, not wrangling documents

 Director of Claims Operations

Get the detailed case study to learn how Docketry helped this insurer scale automation, reduce processing costs, and accelerate claims with confidence. 

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