Case Study
Transforming Insurance Document Processing
Transforming Insurance Document Processing
Location
USA
Industry
InsurTech
About the company
InsurGrid is a hub for property & casualty insurance agents to collect and verify policy data directly from carriers and documents, eliminating the back-and-forth of emails and phone calls. The platform is now carrier-agnostic across 450+ insurance carriers and serves 2,500+ agents nationwide.
Provided services
Intelligent Document Processing
Platform Architecture
AI Code Review
Project objective
To stabilize an inherited insurance automation platform, automate manual extraction of data from ACORD forms and insurance declarations, and build an architecture that could scale with growing document volume.
The problem
Challenge
We inherited an existing codebase with critical bugs affecting platform stability, alongside a manual, error-prone process for extracting coverage data from unstructured insurance documents across hundreds of carrier formats. The platform needed to be stabilized first, then re-architected to support AI-driven automation at scale — without disrupting the client-facing product already in daily use by thousands of agents.
Our approach
Solution
AI-Accelerated Development Process
Applied our structured AI-assisted development workflow — implementation guided by project-specific conventions, automated review via CodeRabbit, and lead engineer sign-off — to move quickly through stabilization and rebuild without compromising code quality.
AI-Powered Document Extraction
Integrated Claude to read and extract coverage limits, deductibles, and endorsements directly from ACORD forms and insurance declarations across carrier formats — removing manual review from the process entirely.
Backend & Data Model Rebuild
Rebuilt the platform’s backend architecture and data model to support the new AI-driven extraction pipeline at scale — structured to normalize policy data across multiple lines (Auto, Home, Umbrella, Workers Comp, Cyber, Flood, General Liability) and deliver it via a RESTful API with webhook-based delivery, ready to plug into agents’ existing AMS and CRM tools.
Frontend Enhancement
Restructured the client-facing dashboard into a more responsive, user-friendly interface.
The outcome
Results
Why it matters
Business Value
AI wasn’t just the product feature — it was also how we built it, applying the same AI-accelerated development process across stabilization, backend rebuild, and delivery.
By integrating AI directly into the document processing pipeline, we helped InsurGrid modernize a critical part of its platform — turning manual data entry into automated extraction, while keeping the product stable and reliable for thousands of agents who rely on it every day.