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Financial Services & Insurance

Eliminating duplicate data across insurance submissions

Insurance brokerages managing client intake across multiple disconnected systems and repetitive administrative processes.

Eliminating duplicate data across insurance submissions

The challenge

Submission preparation required extensive duplicate effort:

  • Client information collected across multiple formats
  • Teams repeatedly entering the same information into different systems
  • ACORD generation heavily manual
  • Slow intake-to-submission timelines
  • Increased risk of inconsistency across records

The solution

JBS developed an intelligent submission intake platform enabling:

  • Multi-format ingestion across conversations, handwritten notes, and digital forms
  • Computer vision and NLP-powered information extraction
  • Automated ACORD form generation
  • Rule-based validation and data mapping
  • Synchronization across agency, CRM, and submission environments

The business impact

  • Dramatically reduced operational effort across intake workflows
  • Faster movement from intake to market submission
  • Elimination of duplicate entry across connected systems
  • Improved consistency and data quality
  • Higher operational capacity without increased staffing

Results achieved

  • 76% reduction in submission processing time
  • ACORD turnaround reduced from approximately one hour to ~20 minutes
  • Duplicate entry eliminated across connected platforms

Why JBS

Expertise across computer vision, LLMs, and intelligent automation

Strong integration capability across operational ecosystems

Proven experience designing workflow transformation programs

Practical implementation focused on measurable outcomes

Financial Services & Insurance AI capability at enterprise scale

JBS approaches this use case as a production-grade operating capability, aligning AI engineering, workflow design, governance, and measurable business outcomes.

How the solution works

The solution combines domain context, automation, quality review, and integration into operational workflows so teams can move faster without losing control.

Frequently asked questions

How does this AI solution work?

It maps the business workflow, identifies repeatable decision points, and applies AI where it improves speed, quality, consistency, or scale.

Turn intake into action without the manual work.

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