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Regional Insurance Provider

Automating Data Extraction for Innovation and Growth

Challenge + Opportunity

Our client routinely receives insurance claim, policy, and other third-party data from partners and needed an automated and efficient way to extract and store data from these documents.

Solution Highlights

We used Syntex and Microsoft Power Platform’s AI Builder to automatically extract, inspect, and tag documents with metadata. We also created Power BI reports for easy reporting.

Key Benefits

Our solution streamlined document processing and simplified partner data submission. This new process led to a consolidated database of more accurate claims and policy data.

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