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How AI SmartExtractor 2X Underwriting Speed for a Texas Health Insurer—And How You Can Too

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At a Glance

A Texas-based, fast-growing Group Health Insurance Company had hit a roadblock in its underwriting process. Its team was buried under piles of client data—PDFs, spreadsheets, and CSV files—all containing essential information for risk assessments. However, the data was scattered and disorganized, making it hard for the team to keep track and process it efficiently.

Their manual data entry and formatting efforts weren’t cutting it. leading to delayed approvals, frustrated clients, and lost opportunities. The team needed a way to ease their process, improve accuracy, and make quicker, more strategic decisions.

The Challenge
Overwhelmed with Multiple Data Formats

65%

Increase in
Processing Time

The underwriting team struggled with unpredictable file formats—PDFs, Excel sheets, and CSVs—that required constant manual extraction and reformatting. This made it difficult to efficiently process and analyze the data.

25%

Error Rate in
Data Entry

Key data points such as policy numbers, birthdates, and zip codes were manually entered, leading to human errors that caused delays in risk assessments and approvals.

30%

Documents
Missing Data

Underwriters frequently encountered incomplete forms, blank fields, and formatting issues that required manual corrections, further slowing down their process.

40%

Slower
Response Times

The time-consuming manual work caused a significant delay in processing policies, leading to slower response times and missed opportunities.
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Finding the Right Solution to Meet Underwriting Needs

To keep up with their growing workload, they needed a solution to save time and ensure accurate assessments. After evaluating several options, they came across DataHub, and we introduced them to our AI-powered agent AI SmartExtractor.

AI SmartExtractor turned out to be the missing piece of the puzzle, offering exactly what they needed—an intelligent, automated tool that would take care of the heavy lifting.

With the time saved, underwriters could focus on building stronger client relationships rather than struggling with messy data.
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Driving Efficiency with Automation

After identifying the need for an automated solution, the company turned to AI SmartExtractor to handle these challenges. Here’s how it helped:

Instant Data Organization

AI SmartExtractor pulled key data—employee census details, plan information, policy specifics—directly from various file formats and structured it into a clean, standardized database.

Automated Data Fixes

No more missing zip codes or inconsistent formats. SmartExtractor auto-corrected errors in real-time, reducing the need for human intervention and eliminating costly mistakes.

Faster Policy Processing

With 90% of manual data entry automated, underwriters could focus on risk analysis and decision-making, rather than wasting time on repetitive tasks.

The Results
More Efficient, Smarter Underwriting

80%

Fewer Errors
With our AI-driven data validation, errors were dramatically reduced, resulting in more accurate risk assessments.

4 hr

Saved Per Day
By automating 90% of their manual data entry. This time was redirected toward valuable tasks, such as client engagement and risk analysis.

25%

Faster Client Response Time
The time it took to process policies was cut in half, allowing the team to respond to clients faster and meet their needs more efficiently.

Why AI SmartExtractor Was the Right Solution

AI-Powered Automation

Seamless Integration

Scalability

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The Impact: Making Smarter, Faster Underwriting Decisions

Adopting AI SmartExtractor was a game-changer for the underwriting team. Not only did it ease their workflow and reduce errors, but it also gave them the ability to scale their operations efficiently. Thanks to AI-powered automation, the team could focus on what really mattered—making smarter, faster underwriting decisions.

“SmartExtractor completely changed how we process policies. We’ve reduced errors by 80%, and now what used to take us hours to complete, we’re finishing in minutes. It’s allowed us to focus on what really matters—making smarter decisions and delivering better service to our clients.”
– Underwriting Lead at Texas Health Insurer

If you’re facing such challenges and want to make your underwriting process faster, smarter, and more efficient, it’s time to take action and discover how we at DataHub.insure can help you achieve the same results.

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