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Customers/Customer story · Insurance

How Corgi Insurance automated broker application processing.

A digital worker reads each application in the broker portals and enters it into Corgi's systems, so policies are issued without a data-entry queue.

The challenge

Every broker sent applications a different way.

Broker applications arrived through different portals, in different formats, with different field names and data structures. The operations team extracted the data by hand and re-entered it into the carrier systems, and policy issuance waited days behind that queue.

The solution

A digital worker that reads the portal and enters the application.

Ramain learned the broker portal workflow once, from the team. For each submission, a digital worker extracts the application data, fills in Corgi's internal systems and queues the file for underwriting review, without a custom integration for any broker.

The results

Policies issued faster, without adding headcount.

  • Application data moves from broker portals into the carrier systems without re-keying.
  • Every file reaches underwriting review, queued and ready.
  • The data-entry bottleneck is gone from insurance operations.
  • Room for more broker submissions without adding headcount.

See what a digital worker would do with your broker submissions.

See a digital worker run a process you choose, with an estimate of the time and cost it would save.