Manual, inconsistent document intake slowing broker throughput
The Re-Insurance broker wanted to stop doing insurance work the old way. Manual document intake, slow marketing refreshes, and fragmented data were holding brokers back. They needed a structured AI roadmap with quick wins and long-term scalability built in from day one.
Analyzed 80+ AI use cases across 6 solution themes: IDP, Summarization, Content, AI Research, AI Assistant, and Predictive
Delivered a phased AI roadmap balancing quick wins with long-term scalable capability
Built and deployed a document ingestion and summarization tool as the first quick win
Designed a centralized data repository and NLQ tool for self-serve analytics