财富 500 强保险公司如何通过自动化报价工作流程节省 30% 的人工
公司规模
Large Corporate
地区
- America
国家
- United States
产品
- Cortical.io Contract Intelligence
技术栈
- Natural Language Understanding
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Productivity Improvements
技术
- 分析与建模 - 自然语言处理 (NLP)
适用功能
- 销售与市场营销
用例
- 欺诈识别
服务
- 数据科学服务
关于客户
客户是一家财富 500 强保险公司。该公司是美国最大的保险提供商之一，为客户提供各种保险产品。该公司拥有庞大的员工队伍，每年处理大量保险计划。该公司的目标是通过自动提取和分类先前承保计划中的关键信息来提高报价工作流程的效率和质量。该公司面临着手动提取信息的挑战，这是一个繁琐、容易出错且昂贵的过程。
挑战
这家财富 500 强保险公司在手动提取竞争对手先前发布的保险计划的关键信息方面遇到了困难。这个过程繁琐、容易出错，而且由于劳动力成本高昂，成本也很高。该公司每年必须审查数以万计的保单，每份保单都有自己的术语和格式。计划的复杂性（每行有多个条目，员工的承保范围有多个）使这项任务更具挑战性。手动工作经常会忽略重要的条款，导致报价计算不准确，公司利润损失。传统工具无法提取准确的信息，迫使公司依赖昂贵的人工。
解决方案
该公司实施了 Cortical.io Contract Intelligence，以自动从之前的承保计划中提取和分类关键信息。该解决方案针对五种不同的产品进行了培训：长期残疾保险 (LTD)、短期残疾保险 (STD)、视力保险、牙科保险和人寿保险。该解决方案让主题专家 (SME) 可以完全控制整个提取过程，使他们无需任何 AI 专家的干预即可对系统进行微调。该解决方案能够从每行有多个条目的复杂表格中准确提取关键信息，检测员工类别并将提取结果与类别描述相关联，对条款进行分类（即使措辞不同），无需人工干预即可检测和 OCR 扫描文档，并以 Excel 格式导出文档提取结果。
运营影响
数量效益
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